986 hedge funds and large institutions have $29.9B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 388 increasing their positions, 338 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 338

2% more funds holding

Funds holding: 970986 (+16)

0.75% less ownership

Funds ownership: 93.53%92.78% (-0.75%)

Holders
986
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PMG
651
ProVise Management Group
Florida
$389K
EW
652
Evoke Wealth
California
$388K
P
653
Pitcairn
Pennsylvania
$386K
PWS
654
Peterson Wealth Services
Utah
$384K
TAM
655
Trust Asset Management
Texas
$380K
TCA
656
Transcend Capital Advisors
New Jersey
$374K
Bessemer Group
657
Bessemer Group
New Jersey
$371K
LNWWM
658
Laird Norton Wetherby Wealth Management
California
$365K
PWP
659
Principle Wealth Partners
Connecticut
$365K
IEFM
660
IQ EQ Fund Management
Ireland
$364K
DW30
661
Drucker Wealth 3.0
New Jersey
$364K
JGUA
662
John G. Ullman & Associates
New York
$361K
ACA
663
Aptus Capital Advisors
Alabama
$360K
AC
664
Aristeia Capital
Connecticut
$358K
IAA
665
Independent Advisor Alliance
North Carolina
$356K
AWAP
666
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K
AWM
667
Aprio Wealth Management
Georgia
$355K
EC
668
EntryPoint Capital
New York
$353K
FFM
669
Forum Financial Management
Illinois
$352K
VT
670
Vise Technologies
New York
$352K
HWA
671
Heartwood Wealth Advisors
Virginia
$350K
MCA
672
MSH Capital Advisors
Arizona
$348K
BWS
673
Broadway Wealth Solutions
Texas
$344K
TFA
674
Tranquilli Financial Advisor
New Jersey
$344K
JTWM
675
Jackson Thornton Wealth Management
Alabama
$343K