1,001 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 397 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
476
Focus Partners Advisor Solutions
Missouri
$1.25M
N
477
Numerai
California
$1.25M
OAC
478
OMERS Administration Corp
Ontario, Canada
$1.24M
PAS
479
Park Avenue Securities
New York
$1.23M
EF
480
Empirical Finance
Pennsylvania
$1.23M
NSAM
481
North Star Asset Management
Wisconsin
$1.22M
SFA
482
Sequoia Financial Advisors
Ohio
$1.22M
CA
483
Clearstead Advisors
Ohio
$1.21M
AF
484
Aviso Financial
Ontario, Canada
$1.21M
TMAM
485
Tokio Marine Asset Management
Japan
$1.2M
AC
486
Allstate Corporation
Illinois
$1.19M
FCM
487
Fairbanks Capital Management
California
$1.18M
SWP
488
Sagespring Wealth Partners
Tennessee
$1.18M
LGA
489
Lebenthal Global Advisors
New York
$1.17M
FFO
490
Fiduciary Family Office
Florida
$1.17M
PAG
491
Private Advisor Group
New Jersey
$1.16M
Envestnet Portfolio Solutions
492
Envestnet Portfolio Solutions
Illinois
$1.16M
CM
493
CM Management
Florida
$1.14M
HHRDM
494
H&H Retirement Design & Management
Nevada
$1.13M
WTC
495
WhitTier Trust Company
Nevada
$1.13M
BC
496
Bowman & Company
Wisconsin
$1.13M
KAS
497
Kestra Advisory Services
Texas
$1.12M
BAM
498
Byrne Asset Management
New Jersey
$1.12M
PGCM
499
Prescott Group Capital Management
Oklahoma
$1.12M
Jones Financial Companies
500
Jones Financial Companies
Missouri
$1.1M