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, 393 increasing their positions, 342 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: $ → $

15% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 342

2% more funds holding

Funds holding: 973994 (+21)

0.76% less ownership

Funds ownership: 93.6%92.83% (-0.76%)

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
DWM
526
Dakota Wealth Management
Florida
$920K
LFA
527
Legacy Financial Advisors
Kentucky
$904K
QCG
528
Quadrant Capital Group
Ohio
$899K
GIM
529
Goelzer Investment Management
Indiana
$895K
JSSH
530
J. Safra Sarasin Holding
$888K
CCM
531
Coldstream Capital Management
Washington
$887K
ACM
532
Allred Capital Management
Texas
$884K
LWANC
533
Laurel Wealth Advisors (North Carolina)
North Carolina
$879K
UCB
534
United Community Bank
South Carolina
$879K
KOC
535
Koss-Olinger Consulting
Florida
$874K
FB
536
Fulton Bank
Pennsylvania
$873K
MSA
537
MUFG Securities Americas
New York
$871K
Squarepoint
538
Squarepoint
New York
$861K
CAM
539
Claret Asset Management
Quebec, Canada
$860K
GFM
540
GF Fund Management
China
$858K
B
541
Birchbrook
Maine
$855K
PI
542
PineBridge Investments
New York
$851K
MA
543
Montag & Associates
Georgia
$845K
KRSITF
544
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$844K
LJAC
545
L.J. Altfest & Co
New York
$835K
LOIM
546
Liberty One Investment Management
Illinois
$833K
RBA
547
Richard Bernstein Advisors
New York
$832K
MCA
548
Magnolia Capital Advisors
Mississippi
$825K
A
549
Allianz
Germany
$819K
T. Rowe Price Investment Management
550
T. Rowe Price Investment Management
Maryland
$812K