1,139 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 405 increasing their positions, 366 reducing their positions, and 73 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:

11% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.28% more ownership

Funds ownership: 93.15%94.43% (+1.3%)

Holders
1,139
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
Jones Financial Companies
476
Jones Financial Companies
Missouri
$1.73M
TRCT
477
Tower Research Capital (TRC)
New York
$1.71M
CAM
478
Carret Asset Management
New York
$1.69M
SCP
479
Stamos Capital Partners
California
$1.68M
OA
480
Oak Associates
Ohio
$1.68M
HighTower Advisors
481
HighTower Advisors
Illinois
$1.66M
CA
482
Clearstead Advisors
Ohio
$1.65M
OAM
483
Oppenheimer Asset Management
New York
$1.65M
SCP
484
Sivia Capital Partners
California
$1.63M
SAM
485
Silphium Asset Management
United Kingdom
$1.63M
DWM
486
Dakota Wealth Management
Florida
$1.62M
SCM
487
Suvretta Capital Management
New York
$1.62M
IAN
488
Integrated Advisors Network
Texas
$1.62M
STA
489
Summit Trail Advisors
New York
$1.6M
MSE
490
MUFG Securities EMEA
United Kingdom
$1.57M
PCM
491
Parsons Capital Management
Rhode Island
$1.57M
KAS
492
Kestra Advisory Services
Texas
$1.56M
HCP
493
Holt Capital Partners
Texas
$1.55M
KCM
494
Kennedy Capital Management
Missouri
$1.55M
PAS
495
Park Avenue Securities
New York
$1.52M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
496
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.52M
AI
497
Arvest Investments
Arkansas
$1.49M
AG
498
AlTi Global
New York
$1.49M
SA
499
SPWM Advisors
Michigan
$1.49M
OAC
500
OMERS Administration Corp
Ontario, Canada
$1.47M