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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 %
BFG
601
Beacon Financial Group
Texas
$551K -$84.6K -480 -13%
C1AG
602
Client 1st Advisory Group
Florida
$550K – – –
BFPW
603
BOK Financial Private Wealth
Colorado
$546K -$620K -3,519 -53%
GM
604
GeoWealth Management
Illinois
$545K +$31.4K +178 +6%
LOIM
605
Liberty One Investment Management
Illinois
$544K -$10.2K -58 -2%
PTC
606
Petrus Trust Company
Texas
$541K +$326K +1,848 +151%
T. Rowe Price Investment Management
607
T. Rowe Price Investment Management
Maryland
$535K +$90.5K +513 +20%
BMCM
608
Burns Matteson Capital Management
New York
$534K -$117K -661 -18%
SCI
609
S&CO Inc
Massachusetts
$528K – – –
MOS
610
MGO One Seven
Ohio
$523K +$4.58K +26 +0.9%
MSA
611
MUFG Securities Americas
New York
$522K +$73.2K +415 +16%
AG
612
AlTi Global
New York
$517K +$202K +1,149 +64%
ECM
613
Everence Capital Management
Indiana
$515K – – –
PWM
614
Perigon Wealth Management
California
$515K -$15.2K -86 -3%
I
615
InceptionR
California
$514K +$53.6K +304 +12%
Simplex Trading
616
Simplex Trading
Illinois
$501K +$501K +2,847 New
SIC
617
Sterling Investment Counsel
New York
$500K +$500K +2,837 New
GT
618
Greenleaf Trust
Michigan
$497K -$62.4K -354 -11%
FLPIM
619
F.L. Putnam Investment Management
Massachusetts
$497K -$34.7K -197 -7%
P
620
&Partners
Tennessee
$496K +$96.1K +545 +24%
BCM
621
Brookstone Capital Management
Illinois
$494K +$26.6K +151 +6%
CFG
622
Citizens Financial Group
Rhode Island
$491K -$6.17K -35 -1%
XT
623
XTX Topco
Cayman Islands
$489K +$489K +2,775 New
HCA
624
Harbor Capital Advisors
Illinois
$482K +$482K +2,732 New
SCM
625
SCS Capital Management
Massachusetts
$480K +$480K +2,720 New
23 24
25
26 27