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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
ATPW
626
Ashton Thomas Private Wealth
Arizona
$460K +$441K +2,424 New
ACS
627
Archford Capital Strategies
Illinois
$452K -$68.7K -378 -14%
JF
628
Jump Financial
Illinois
$444K -$6.94M -38,171 -94%
AGWCA
629
Annis Gardner Whiting Capital Advisors
Florida
$444K +$357K +1,961 +522%
RWPA
630
Richard W. Paul & Associates
Michigan
$440K -$4.18K -23 -1%
CCM
631
Chiron Capital Management
Florida
$437K -$345K -1,900 -45%
HAG
632
HighPoint Advisor Group
Illinois
$437K +$2.18K +12 +0.5%
IRP
633
Investment Research Partners
Pennsylvania
$431K +$360K +1,980 New
AG
634
Algert Global
California
$431K -$107K -590 -21%
AWA
635
Arkadios Wealth Advisors
Georgia
$431K +$65.5K +360 +19%
RCG
636
Regatta Capital Group
California
$430K -$54.9K -302 -12%
DC
637
Davenport & Co
Virginia
$430K -$33.5K -184 -8%
GT
638
Greenleaf Trust
Michigan
$429K +$64.9K +357 +19%
ECM
639
Everence Capital Management
Indiana
$426K +$408K +2,245 New
AWM
640
Apollon Wealth Management
South Carolina
$423K -$78.9K -434 -16%
IIM
641
Intact Investment Management
Quebec, Canada
$418K -$546K -3,000 -58%
PA
642
Profund Advisors
Maryland
$417K +$17.8K +98 +5%
IRC
643
Investors Research Corp
Georgia
$415K
AFM
644
Armstrong Fleming & Moore
District of Columbia
$413K
KCIC
645
Kuhn & Co Investment Counsel
Illinois
$413K
IWA
646
IVC Wealth Advisors
Pennsylvania
$408K -$6.36K -35 -2%
BCG
647
Breakwater Capital Group
New Jersey
$405K +$18.2K +100 +5%
MWM
648
Meridian Wealth Management
Kentucky
$404K +$1.82K +10 +0.5%
AIM
649
Access Investment Management
Georgia
$401K +$384K +2,110 New
HH
650
Hilltop Holdings
Texas
$398K +$51.5K +283 +16%