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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
PGCM
501
Prescott Group Capital Management
Oklahoma
$1.12M
Jones Financial Companies
502
Jones Financial Companies
Missouri
$1.1M +$401K +2,204 +56%
ASN
503
Advisory Services Network
Georgia
$1.09M -$17.5K -96 -2%
Nomura Holdings
504
Nomura Holdings
Japan
$1.08M +$628K +3,453 +154%
VI
505
Versor Investments
New York
$1.08M -$127K -700 -11%
OIA
506
OneDigital Investment Advisors
Kansas
$1.08M -$196K -1,077 -16%
ETC
507
Exchange Traded Concepts
Oklahoma
$1.07M -$101K -556 -9%
TAM
508
Trillium Asset Management
Massachusetts
$1.05M -$179K -985 -15%
Acadian Asset Management
509
Acadian Asset Management
Massachusetts
$1.05M -$3.54M -19,449 -78%
TS
510
Triglav Skladi
Slovenia
$1.04M
NMIMC
511
Northwestern Mutual Investment Management Company
Wisconsin
$1.03M +$32K +176 +3%
MCC
512
Malaga Cove Capital
California
$1.03M -$182 -1 -0%
O
513
Ossiam
France
$1.03M -$1.05M -5,789 -52%
SW
514
SVB Wealth
Massachusetts
$1.01M -$380K -2,092 -28%
FHA
515
Flagship Harbor Advisors
Massachusetts
$1.01M -$33.6K -185 -3%
NP
516
NorthRock Partners
Minnesota
$1.01M +$241K +1,326 +33%
NSLI
517
Nan Shan Life Insurance
Taiwan
$1M -$7.64K -42 -0.8%
TAM
518
Todd Asset Management
Kentucky
$989K
HI
519
Horizon Investments
North Carolina
$977K -$13.3K -73 -1%
BBVA
520
Banco Bilbao Vizcaya Argentaria
Spain
$976K +$260K +1,429 +38%
CFO
521
Callan Family Office
Pennsylvania
$973K -$200K -1,102 -18%
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$972K -$528K -2,905 -40%
Fisher Asset Management
523
Fisher Asset Management
Washington
$969K -$700K -3,851 -43%
IWC
524
Integrated Wealth Concepts
Massachusetts
$967K +$59.8K +329 +7%
FT
525
Fiduciary Trust
Massachusetts
$966K +$36.9K +203 +4%