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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
PCA
401
Pallas Capital Advisors
Massachusetts
$2.16M -$117K -646 -5%
JCM
402
Jag Capital Management
Missouri
$2.16M -$45.3K -249 -2%
Pathstone Holdings
403
Pathstone Holdings
New Jersey
$2.15M +$853K +4,691 +71%
Simplex Trading
404
Simplex Trading
Illinois
$2.14M +$2.05M +11,274 New
CHAM
405
Clear Harbor Asset Management
Connecticut
$2.12M -$440K -2,419 -18%
IWA
406
Invera Wealth Advisors
Oregon
$2.12M -$560K -3,078 -22%
MGP
407
Metis Global Partners
California
$2.12M +$115K +632 +6%
PFA
408
Pure Financial Advisors
California
$2.08M -$476K -2,618 -19%
AF
409
Avanza Fonder
Sweden
$2.04M
KRS
410
Kentucky Retirement Systems
Kentucky
$2.01M -$171K -942 -8%
GRP
411
Global Retirement Partners
California
$2.01M -$28.5K -157 -1%
SCM
412
Sterling Capital Management
North Carolina
$2M -$242K -1,331 -11%
BCV
413
Banque Cantonale Vaudoise
Switzerland
$1.94M +$628K +3,451 +51%
TCPW
414
Twin City Private Wealth
North Carolina
$1.94M +$226K +1,242 +14%
CWMK
415
Caliber Wealth Management (Kansas)
Kansas
$1.93M -$63.6K -350 -3%
OCBCO
416
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.92M +$1.84M +10,096 New
CCP
417
Carmel Capital Partners
California
$1.91M -$879K -4,835 -32%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$1.89M +$14K +77 +0.8%
NB
419
Norinchukin Bank
Japan
$1.87M +$47.5K +261 +3%
GM
420
GeoWealth Management
Illinois
$1.87M +$976K +5,368 +120%
Fuller & Thaler Asset Management
421
Fuller & Thaler Asset Management
California
$1.85M +$317K +1,745 +22%
CIA
422
Cape Investment Advisory
Georgia
$1.83M -$192K -1,057 -10%
SCA
423
Stonebridge Capital Advisors
Minnesota
$1.8M +$20.9K +115 +1%
BCM
424
Bayesian Capital Management
New York
$1.79M +$1.71M +9,400 New
BIM
425
Bridges Investment Management
Nebraska
$1.74M +$36K +198 +2%