994 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, 392 increasing their positions, 343 reducing their positions, and 107 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: $ → $

14% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 343

2% more funds holding

Funds holding: 973994 (+21)

0.77% less ownership

Funds ownership: 93.6%92.83% (-0.77%)

Holders
994
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 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
476
Park Avenue Securities
New York
$1.23M
EF
477
Empirical Finance
Pennsylvania
$1.23M
NSAM
478
North Star Asset Management
Wisconsin
$1.22M
SFA
479
Sequoia Financial Advisors
Ohio
$1.22M
CA
480
Clearstead Advisors
Ohio
$1.21M
AF
481
Aviso Financial
Ontario, Canada
$1.21M
TMAM
482
Tokio Marine Asset Management
Japan
$1.2M
AC
483
Allstate Corporation
Illinois
$1.19M
FCM
484
Fairbanks Capital Management
California
$1.18M
SWP
485
Sagespring Wealth Partners
Tennessee
$1.18M
LGA
486
Lebenthal Global Advisors
New York
$1.17M
FFO
487
Fiduciary Family Office
Florida
$1.17M
PAG
488
Private Advisor Group
New Jersey
$1.16M
Envestnet Portfolio Solutions
489
Envestnet Portfolio Solutions
Illinois
$1.16M
CM
490
CM Management
Florida
$1.14M
HHRDM
491
H&H Retirement Design & Management
Nevada
$1.13M
WTC
492
WhitTier Trust Company
Nevada
$1.13M
BC
493
Bowman & Company
Wisconsin
$1.13M
KAS
494
Kestra Advisory Services
Texas
$1.12M
BAM
495
Byrne Asset Management
New Jersey
$1.12M
PGCM
496
Prescott Group Capital Management
Oklahoma
$1.12M
Jones Financial Companies
497
Jones Financial Companies
Missouri
$1.1M
ASN
498
Advisory Services Network
Georgia
$1.09M
Nomura Holdings
499
Nomura Holdings
Japan
$1.08M
VI
500
Versor Investments
New York
$1.08M