IQV icon

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 %
CMF
651
Counterpoint Mutual Funds
California
$326K +$326K +2,071 New
FLPIM
652
F.L. Putnam Investment Management
Massachusetts
$325K -$119K -754 -27%
CAM
653
Cresset Asset Management
Illinois
$324K -$8.14M -51,665 -96%
SFS
654
Sowell Financial Services
Arkansas
$323K +$50.4K +320 +19%
MAS
655
Meeder Advisory Services
Ohio
$321K -$257K -1,631 -44%
BCG
656
Breakwater Capital Group
New Jersey
$320K +$320K +2,030 New
TAM
657
Trust Asset Management
Texas
$315K – – –
FGP
658
Freestone Grove Partners
California
$315K +$315K +1,998 New
MFG
659
MidWestOne Financial Group
Iowa
$313K -$709K -4,497 -69%
Brown Advisory
660
Brown Advisory
Maryland
$313K -$28.7K -182 -8%
BWP
661
BSW Wealth Partners
Colorado
$312K +$69.5K +441 +29%
ET
662
Entropy Technologies
New York
$311K -$2.72M -17,281 -90%
BWS
663
Broadway Wealth Solutions
Texas
$306K +$76.3K +484 +33%
EI
664
Ellevest Inc
New York
$305K +$18.9K +120 +7%
PWP
665
Principle Wealth Partners
Connecticut
$303K – – –
AWA
666
Arkadios Wealth Advisors
Georgia
$301K +$301K +1,909 New
JGUA
667
John G. Ullman & Associates
New York
$299K – – –
GT
668
Greenleaf Trust
Michigan
$299K -$145K -920 -33%
PWS
669
Peterson Wealth Services
Utah
$295K +$1.58K +10 +0.5%
FCBT
670
First Citizens Bank & Trust
North Carolina
$295K -$13.2K -84 -4%
AWM
671
Aprio Wealth Management
Georgia
$295K +$788 +5 +0.3%
IAA
672
Ironsides Asset Advisors
North Carolina
$293K -$22.1K -140 -7%
MC
673
Machina Capital
France
$293K -$828K -5,255 -74%
EW
674
Evoke Wealth
California
$293K +$293K +1,859 New
FW
675
FullCircle Wealth
Texas
$293K +$293K +1,601 New
25 26
27
28 29