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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
526
Shell Asset Management
Netherlands
$913K -$20.1K -114 -2%
IMCOOI
527
Investment Management Corp of Ontario (IMCO)
Canada
$908K -$1.25M -7,093 -58%
KAS
528
Kestra Advisory Services
Texas
$904K -$83.9K -476 -8%
DW30
529
Drucker Wealth 3.0
New Jersey
$886K -$389K -2,204 -30%
AWM
530
AE Wealth Management
Kansas
$883K +$390K +2,211 +79%
UOC
531
UBS O'Connor
Illinois
$882K +$882K +5,000 New
AC
532
AXQ Capital
New Jersey
$878K +$256K +1,454 +41%
CC
533
Copperleaf Capital
North Carolina
$876K -$658K -3,735 -43%
LWANC
534
Laurel Wealth Advisors (North Carolina)
North Carolina
$867K +$60.8K +345 +8%
GCP
535
GSA Capital Partners
United Kingdom
$865K +$627K +3,553 +263%
IEFM
536
IQ EQ Fund Management
Ireland
$851K -$5.47K -31 -0.6%
FT
537
Fiduciary Trust
Massachusetts
$831K -$414K -2,351 -33%
LRPA
538
L. Roy Papp & Associates
Arizona
$829K -$17.6K -100 -2%
SGA
539
Strategic Global Advisors
California
$823K – – –
CA
540
Cornerstone Advisors
North Carolina
$811K – – –
HAM
541
Hickory Asset Management
Ohio
$807K -$37.2K -211 -4%
VSQM
542
V-Square Quantitative Management
Illinois
$798K +$27.2K +154 +4%
VA
543
Vident Advisory
Georgia
$793K +$299K +1,694 +60%
LWCFA
544
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$790K -$14.1K -96 -2%
AFCM
545
Applied Finance Capital Management
Puerto Rico
$789K – – –
HWM
546
HB Wealth Management
Georgia
$781K +$230K +1,304 +42%
BBVA
547
Banco Bilbao Vizcaya Argentaria
Spain
$762K -$852K -4,844 -53%
Wealthfront Advisers
548
Wealthfront Advisers
California
$760K +$52.2K +296 +7%
GFM
549
GF Fund Management
China
$754K – – –
QI
550
Qtron Investments
Massachusetts
$754K -$237K -1,342 -24%
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