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IQVIA
IQV

Overview Fund Activity

964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
576
Herold Advisors
New York
$583K – – –
MSA
577
MUFG Securities Americas
New York
$574K +$107K +681 +23%
CPIG
578
Chicago Partners Investment Group
Illinois
$573K +$291K +1,500 +103%
Lido Advisors
579
Lido Advisors
California
$570K -$83.9K -532 -13%
DL
580
DOHJ LLC
Washington
$569K -$680K -4,626 -54%
MA
581
Mutual Advisors
Nebraska
$561K -$61.5K -309 -10%
CP
582
Camelot Portfolios
Ohio
$553K +$553K +3,510 New
CUAMC
583
China Universal Asset Management Company
China
$552K – – –
FFO
584
Fiduciary Family Office
Florida
$544K -$316K -2,005 -37%
MOS
585
MGO One Seven
Ohio
$538K +$69.8K +443 +15%
A
586
Allianz
Germany
$534K +$364K +2,310 +214%
CCM
587
Coldstream Capital Management
Washington
$532K +$16.7K +106 +3%
VIS
588
Vega Investment Solutions
France
$531K -$52.8K -335 -9%
OWA
589
Outlook Wealth Advisors
Texas
$529K +$1.42K +9 +0.3%
RCM
590
Raleigh Capital Management
North Carolina
$528K +$243K +1,544 +85%
RCM
591
Ratan Capital Management
Florida
$527K -$2.04M -12,960 -79%
LOIM
592
Liberty One Investment Management
Illinois
$524K +$37.5K +238 +8%
SCP
593
Sivia Capital Partners
California
$514K +$514K +3,259 New
HKIMG
594
Hutchens & Kramer Investment Management Group
Indiana
$512K -$9.27K -57 -2%
DAS
595
Dynamic Advisor Solutions
Arizona
$511K +$232K +1,474 +83%
SIA
596
Strategic Investment Advisors
Michigan
$509K +$177K +1,134 +53%
WA
597
Waverly Advisors
Alabama
$499K -$1.89K -12 -0.4%
IA
598
Inspire Advisors
Idaho
$497K +$86.7K +550 +21%
C1AG
599
Client 1st Advisory Group
Florida
$492K – – –
OPWM
600
Oregon Pacific Wealth Management
Oregon
$490K +$103K +652 +27%
22 23
24
25 26