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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
HWM
576
HB Wealth Management
Georgia
$665K +$156K +857 +32%
PIMJS
577
PKO Investment Management Joint-Stock
Poland
$665K -$818K -4,500 -56%
IA
578
Inspire Advisors
Idaho
$657K +$55.6K +306 +10%
AFCM
579
Applied Finance Capital Management
Puerto Rico
$655K -$187K -1,029 -23%
FHC
580
First Horizon Corporation
Tennessee
$653K +$626K +3,440 New
SIC
581
Sterling Investment Counsel
New York
$649K +$622K +3,419 New
GI
582
GAMMA Investing
California
$648K +$226K +1,244 +57%
DAS
583
Dynamic Advisor Solutions
Arizona
$648K +$30.2K +166 +5%
CP
584
Camelot Portfolios
Ohio
$645K -$21.1K -116 -3%
RCM
585
Ratan Capital Management
Florida
$635K
CG
586
Caprock Group
Idaho
$633K +$604K +3,319 New
OWA
587
Outlook Wealth Advisors
Texas
$633K -$4.36K -24 -0.7%
S
588
SignatureFD
Georgia
$631K +$71.6K +394 +13%
BFG
589
Beacon Financial Group
Texas
$623K +$31.8K +175 +6%
MSE
590
MUFG Securities EMEA
United Kingdom
$618K +$503K +2,768 +570%
RCM
591
Raleigh Capital Management
North Carolina
$608K -$27.1K -149 -4%
EI
592
Ellevest Inc
New York
$586K +$209K +1,151 +60%
SIA
593
Strategic Investment Advisors
Michigan
$584K -$35.5K -195 -6%
HKIMG
594
Hutchens & Kramer Investment Management Group
Indiana
$583K -$14.9K -82 -3%
OPWM
595
Oregon Pacific Wealth Management
Oregon
$583K -$7.46K -41 -1%
FAM
596
Fairtree Asset Management
South Africa
$578K -$395K -2,174 -42%
EWA
597
EverSource Wealth Advisors
Alabama
$578K +$24.4K +134 +5%
GIC
598
Generali Investments CEE
Czech Republic
$570K +$546K +3,000 New
SCI
599
S&CO Inc
Massachusetts
$569K
TPCW
600
TD Private Client Wealth
New York
$558K +$510K +2,802 +2,060%