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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 %
HI
551
Humankind Investments
New York
$751K +$11.8K +67 +2%
BFM
552
Boothbay Fund Management
New York
$750K +$750K +4,256 New
CF
553
Centaurus Financial
California
$749K +$63.8K +362 +9%
Lido Advisors
554
Lido Advisors
California
$731K -$61.2K -347 -8%
BP
555
BBR Partners
New York
$724K – – –
USAA
556
United Services Automobile Association
Texas
$719K +$719K +4,054 New
KA
557
Kintegral Advisory
New York
$711K -$2.29K -13 -0.3%
FC
558
Farringdon Capital
United Kingdom
$708K -$63.8K -362 -8%
RS
559
R Squared
Hong Kong
$707K +$384K +2,180 +119%
ACM
560
Allred Capital Management
Texas
$703K +$144K +816 +26%
ASN
561
Advisory Services Network
Georgia
$689K +$2.64K +15 +0.4%
MCA
562
Magnolia Capital Advisors
Mississippi
$686K +$98.7K +560 +17%
SP
563
Stonebrook Private
Michigan
$685K +$47.8K +271 +7%
GJWM
564
Gilliland Jeter Wealth Management
Arkansas
$681K -$57.8K -328 -8%
CG
565
Caprock Group
Idaho
$681K +$202K +1,148 +42%
FHA
566
First Horizon Advisors
Tennessee
$679K -$134K -761 -17%
FIA
567
Foundations Investment Advisors
Arizona
$676K -$342K -1,938 -34%
FPWM
568
FSB Premier Wealth Management
Iowa
$662K +$82.5K +468 +14%
HFA
569
Harbert Fund Advisors
Alabama
$661K +$661K +3,750 New
MCC
570
Malaga Cove Capital
California
$658K +$227K +1,288 +53%
CL
571
Choreo LLC
Illinois
$654K -$258K -1,464 -28%
VIS
572
Vega Investment Solutions
France
$653K -$223K -1,265 -25%
HA
573
Herold Advisors
New York
$652K -$35.3K -200 -5%
DCM
574
Dimension Capital Management
Florida
$650K – – –
MAS
575
Meeder Advisory Services
Ohio
$647K -$43.7K -248 -6%
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