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
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
601
Beacon Financial Group
Texas
$489K -$3.15K -20 -0.6%
BCM
602
Brookstone Capital Management
Illinois
$483K +$40.8K +259 +9%
SCI
603
S&CO Inc
Massachusetts
$472K
GTAM
604
Global Trust Asset Management
Florida
$465K -$43.3K -275 -9%
Wealthfront Advisers
605
Wealthfront Advisers
California
$464K -$215K -1,364 -32%
RS
606
R Squared
Hong Kong
$463K -$169K -1,070 -27%
ACA
607
Aptus Capital Advisors
Alabama
$463K +$463K +2,937 New
S
608
SignatureFD
Georgia
$462K +$105K +669 +30%
BMCM
609
Burns Matteson Capital Management
New York
$458K -$19.1K -121 -4%
EWA
610
EverSource Wealth Advisors
Alabama
$458K +$178K +1,130 +64%
DW30
611
Drucker Wealth 3.0
New Jersey
$454K -$360K -2,223 -44%
AG
612
Algert Global
California
$451K +$55.2K +350 +14%
LWP
613
LeClair Wealth Partners
Ohio
$449K -$123K -779 -21%
FRM
614
Fox Run Management
Connecticut
$443K +$443K +2,810 New
BIM
615
Baldwin Investment Management
Pennsylvania
$439K +$67.8K +430 +18%
ACS
616
Archford Capital Strategies
Illinois
$435K -$140K -888 -24%
HCA
617
Harbor Capital Advisors
Illinois
$428K -$2.36K -15 -0.5%
PWM
618
Perigon Wealth Management
California
$427K -$33.4K -212 -7%
AC
619
Aristeia Capital
Connecticut
$425K +$27.7K +176 +7%
SCTC
620
Sanibel Captiva Trust Company
Florida
$423K -$99.3K -630 -19%
MM
621
MQS Management
New York
$421K -$133K -841 -24%
AWM
622
Apollon Wealth Management
South Carolina
$419K -$153K -968 -27%
HWM
623
HB Wealth Management
Georgia
$417K -$282K -1,787 -40%
FB
624
Fulton Bank
Pennsylvania
$411K +$46K +292 +13%
T
625
Transce3nd
Texas
$411K +$159K +1,010 +63%