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IQVIA
IQV

Overview Fund Activity

964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPERF
376
Oregon Public Employees Retirement Fund
Oregon
$2.24M -$31.5K -200 -1%
CFCI
377
Comprehensive Financial Consultants Institutional
Indiana
$2.21M +$634K +4,023 +40%
BF
378
BOK Financial
Oklahoma
$2.2M +$352K +2,235 +19%
CHAM
379
Clear Harbor Asset Management
Connecticut
$2.14M +$316K +2,007 +17%
PFA
380
Pure Financial Advisors
California
$2.14M +$2.14M +13,557 New
TRSOTSOK
381
Teachers Retirement System of the State of Kentucky
Kentucky
$2.11M +$14.2K +90 +0.7%
RPAM
382
Rhenman & Partners Asset Management
Sweden
$2.05M -$1.42M -9,000 -41%
DACS
383
Dymon Asia Capital (Singapore)
Singapore
$2.05M +$1.01M +6,400 +97%
PIM
384
Plato Investment Management
Australia
$2.04M +$760K +4,840 +60%
MW
385
Maia Wealth
Colorado
$1.97M -$276K -1,749 -12%
SSWM
386
Smith Salley Wealth Management
North Carolina
$1.94M +$116K +739 +6%
RBA
387
Richard Bernstein Advisors
New York
$1.93M – – –
Corient Private Wealth
388
Corient Private Wealth
Florida
$1.91M -$222K -1,409 -10%
PCA
389
Pallas Capital Advisors
Massachusetts
$1.89M +$1M +6,371 +113%
CM
390
CM Management
Florida
$1.89M +$1.89M +12,000 New
HDIM
391
Hanson & Doremus Investment Management
Vermont
$1.88M +$120K +760 +7%
SCM
392
Sterling Capital Management
North Carolina
$1.87M +$454K +2,881 +32%
RSS
393
Rosenblum Silverman Sutton
California
$1.87M -$94.7K -601 -5%
AAS
394
Avantax Advisory Services
Texas
$1.84M +$232K +1,471 +14%
JCM
395
Jag Capital Management
Missouri
$1.83M -$37.7K -239 -2%
LOAMS
396
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.82M +$1.82M +11,558 New
KRS
397
Kentucky Retirement Systems
Kentucky
$1.82M -$119K -757 -6%
MSU
398
Mizuho Securities USA
New York
$1.79M -$321K -2,040 -15%
Mercer Global Advisors
399
Mercer Global Advisors
Colorado
$1.79M +$33.7K +214 +2%
APC
400
Aspire Private Capital
North Carolina
$1.78M +$801K +5,081 +82%
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