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
Kovitz Investment Group Partners
526
Kovitz Investment Group Partners
Illinois
$953K
VI
527
Vestcor Inc
New Brunswick, Canada
$943K
DWM
528
Dakota Wealth Management
Florida
$920K
LFA
529
Legacy Financial Advisors
Kentucky
$904K
QCG
530
Quadrant Capital Group
Ohio
$899K
GIM
531
Goelzer Investment Management
Indiana
$895K
JSSH
532
J. Safra Sarasin Holding
$888K
CCM
533
Coldstream Capital Management
Washington
$887K
ACM
534
Allred Capital Management
Texas
$884K
LWANC
535
Laurel Wealth Advisors (North Carolina)
North Carolina
$879K
UCB
536
United Community Bank
South Carolina
$879K
KOC
537
Koss-Olinger Consulting
Florida
$874K
FB
538
Fulton Bank
Pennsylvania
$873K
MSA
539
MUFG Securities Americas
New York
$871K
Squarepoint
540
Squarepoint
New York
$861K
CAM
541
Claret Asset Management
Quebec, Canada
$860K
GFM
542
GF Fund Management
China
$858K
B
543
Birchbrook
Maine
$855K
PI
544
PineBridge Investments
New York
$851K
MA
545
Montag & Associates
Georgia
$845K
KRSITF
546
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$844K
LJAC
547
L.J. Altfest & Co
New York
$835K
LOIM
548
Liberty One Investment Management
Illinois
$833K
RBA
549
Richard Bernstein Advisors
New York
$832K
MCA
550
Magnolia Capital Advisors
Mississippi
$825K