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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$2.12M +$81.1K +460 +4%
JCM
402
Jag Capital Management
Missouri
$2.09M -$140K -796 -6%
CA
403
Clearstead Advisors
Ohio
$2.07M +$1.03M +5,834 +99%
BF
404
BOK Financial
Oklahoma
$2.06M -$3.36M -19,060 -62%
BMSSC
405
B. Metzler seel. Sohn & Co
Germany
$2.06M -$108M -614,028 -98%
SSWM
406
Smith Salley Wealth Management
North Carolina
$2.04M +$82.2K +466 +4%
CHAM
407
Clear Harbor Asset Management
Connecticut
$2.04M +$936K +5,308 +85%
HDIM
408
Hanson & Doremus Investment Management
Vermont
$1.96M +$241K +1,366 +14%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$1.96M +$91.5K +519 +5%
CCP
410
Carmel Capital Partners
California
$1.9M -$112K -633 -6%
MGP
411
Metis Global Partners
California
$1.89M +$124K +704 +7%
SI
412
Sava Infond
Slovenia
$1.89M +$82.9K +470 +5%
AF
413
Avanza Fonder
Sweden
$1.88M -$560K -3,210 -23%
KF
414
Krilogy Financial
Missouri
$1.85M +$1.85M +10,500 New
EAM
415
EFG Asset Management
Oregon
$1.84M -$576K -3,268 -24%
GIBU
416
Gulf International Bank (UK)
United Kingdom
$1.82M -$735K -4,172 -29%
FBFS
417
First Business Financial Services
Wisconsin
$1.82M +$88.7K +503 +5%
SC
418
Savant Capital
Illinois
$1.82M +$1.63M +9,238 +863%
AAS
419
Avantax Advisory Services
Texas
$1.8M +$307K +1,744 +21%
RFC
420
Regions Financial Corp
Alabama
$1.8M +$369K +2,095 +26%
HIMCH
421
Hartford Investment Management Co (HIMCO)
Connecticut
$1.8M -$79.9K -453 -4%
CFCI
422
Comprehensive Financial Consultants Institutional
Indiana
$1.76M +$132K +747 +8%
BCV
423
Banque Cantonale Vaudoise
Switzerland
$1.76M +$1.76M +9,987 New
SCA
424
Stonebridge Capital Advisors
Minnesota
$1.75M +$21K +119 +1%
SLI
425
Sumitomo Life Insurance
Japan
$1.74M -$5.64K -32 -0.3%
15 16
17
18 19