1,132 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.25% more ownership

Funds ownership: 93.13%94.37% (+1.2%)

Holders
1,132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
401
Comprehensive Financial Consultants Institutional
Indiana
$2.96M
OCBCO
402
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.94M
SSWM
403
Smith Salley Wealth Management
North Carolina
$2.91M
JSSH
404
J. Safra Sarasin Holding
$2.89M
CP
405
Cumberland Partners
Ontario, Canada
$2.87M
MSU
406
Mizuho Securities USA
New York
$2.85M
SOAM
407
SBI Okasan Asset Management
Japan
$2.84M
HDIM
408
Hanson & Doremus Investment Management
Vermont
$2.81M
AC
409
Allstate Corporation
Illinois
$2.79M
Wealthfront Advisers
410
Wealthfront Advisers
California
$2.7M
PCA
411
Pallas Capital Advisors
Massachusetts
$2.7M
CIA
412
Concurrent Investment Advisors
Florida
$2.69M
PFA
413
Pure Financial Advisors
California
$2.64M
DILIC
414
Dai-ichi Life Insurance Company
Japan
$2.64M
NSUP
415
NLB Skladi upravljanje premozenja
$2.59M
RSS
416
Rosenblum Silverman Sutton
California
$2.59M
JCM
417
Jag Capital Management
Missouri
$2.55M
RBI
418
Raiffeisen Bank International
Austria
$2.48M
CCM
419
Cinctive Capital Management
New York
$2.48M
APC
420
Aspire Private Capital
North Carolina
$2.45M
Nisa Investment Advisors
421
Nisa Investment Advisors
Missouri
$2.45M
BGA
422
Battery Global Advisors
Massachusetts
$2.44M
GM
423
GeoWealth Management
Illinois
$2.44M
FFA
424
Farther Finance Advisors
California
$2.44M
CWMK
425
Caliber Wealth Management (Kansas)
Kansas
$2.43M