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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.2%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
376
Schroder Investment Management Group
United Kingdom
$2.67M -$2.24M -12,312 -47%
KA
377
Kovack Advisors
Florida
$2.63M -$166K -915 -6%
N
378
Natixis
France
$2.63M +$798K +4,386 +46%
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$2.54M
CCM
380
Cinctive Capital Management
New York
$2.51M +$2.4M +13,214 New
ET
381
Equitable Trust
Tennessee
$2.5M +$1.07M +5,900 +81%
Corient Private Wealth
382
Corient Private Wealth
Florida
$2.46M +$185K +1,016 +8%
PIM
383
Plato Investment Management
Australia
$2.44M
MW
384
Maia Wealth
Colorado
$2.44M -$194K -1,067 -9%
SA
385
Sanctuary Advisors
Indiana
$2.43M +$690K +3,793 +42%
SSWM
386
Smith Salley Wealth Management
North Carolina
$2.43M +$86K +473 +4%
QIM
387
Quantitative Investment Management
Virginia
$2.42M +$2.32M +12,754 New
BFG
388
Bleakley Financial Group
New Jersey
$2.38M +$2.28M +12,551 New
NICM
389
Neo Ivy Capital Management
New York
$2.36M +$2.07M +11,369 +1,066%
MSU
390
Mizuho Securities USA
New York
$2.36M +$187K +1,027 +9%
BF
391
BOK Financial
Oklahoma
$2.32M -$312K -1,716 -12%
Capstone Investment Advisors
392
Capstone Investment Advisors
New York
$2.32M +$2.22M +12,206 New
OSAM
393
O'Shaughnessy Asset Management
Connecticut
$2.31M +$669K +3,680 +43%
LOAMS
394
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.31M +$111K +613 +5%
HDIM
395
Hanson & Doremus Investment Management
Vermont
$2.27M +$7.82K +43 +0.4%
TAI
396
Terra Alpha Investments
District of Columbia
$2.26M +$414K +2,277 +24%
DF
397
Donoghue Forlines
Massachusetts
$2.24M +$2.15M +11,810 New
RSS
398
Rosenblum Silverman Sutton
California
$2.21M -$35.5K -195 -2%
MOS
399
MGO One Seven
Ohio
$2.2M +$1.49M +8,194 +240%
APC
400
Aspire Private Capital
North Carolina
$2.17M +$21.1K +116 +1%