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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
VA
526
Vident Advisory
Georgia
$963K +$50K +275 +6%
CL
527
Choreo LLC
Illinois
$955K +$39.1K +215 +4%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$953K -$1.06M -5,840 -54%
VI
529
Vestcor Inc
New Brunswick, Canada
$943K -$446K -2,453 -33%
DWM
530
Dakota Wealth Management
Florida
$920K -$43.3K -238 -5%
LFA
531
Legacy Financial Advisors
Kentucky
$904K +$164K +901 +23%
QCG
532
Quadrant Capital Group
Ohio
$899K +$14.7K +81 +2%
GIM
533
Goelzer Investment Management
Indiana
$895K -$2.65M -14,598 -76%
JSSH
534
J. Safra Sarasin Holding
$888K -$1.98M -10,904 -70%
CCM
535
Coldstream Capital Management
Washington
$887K +$235K +1,293 +38%
ACM
536
Allred Capital Management
Texas
$884K +$113K +622 +15%
LWANC
537
Laurel Wealth Advisors (North Carolina)
North Carolina
$879K -$58.2K -320 -6%
UCB
538
United Community Bank
South Carolina
$879K -$13.8K -76 -2%
KOC
539
Koss-Olinger Consulting
Florida
$874K
FB
540
Fulton Bank
Pennsylvania
$873K +$361K +1,985 +76%
MSA
541
MUFG Securities Americas
New York
$871K +$171K +943 +26%
Squarepoint
542
Squarepoint
New York
$861K -$149M -821,981 -99%
CAM
543
Claret Asset Management
Quebec, Canada
$860K +$8.91K +49 +1%
GFM
544
GF Fund Management
China
$858K +$49.3K +271 +6%
B
545
Birchbrook
Maine
$855K +$57.3K +315 +8%
PI
546
PineBridge Investments
New York
$851K -$8.04M -44,223 -91%
MA
547
Montag & Associates
Georgia
$845K +$2.55K +14 +0.3%
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$844K -$83.1K -457 -9%
LJAC
549
L.J. Altfest & Co
New York
$835K +$800K +4,397 New
LOIM
550
Liberty One Investment Management
Illinois
$833K +$193K +1,063 +32%