1,001 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 397 increasing their positions, 344 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 funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$397K
SMA
652
Sage Mountain Advisors
Georgia
$394K
PFS
653
Prospera Financial Services
Texas
$393K
FLPIM
654
F.L. Putnam Investment Management
Massachusetts
$392K
SFS
655
Sowell Financial Services
Arkansas
$390K
BB
656
Busey Bank
Illinois
$389K
PMG
657
ProVise Management Group
Florida
$389K
EW
658
Evoke Wealth
California
$388K
P
659
Pitcairn
Pennsylvania
$386K
PWS
660
Peterson Wealth Services
Utah
$384K
TAM
661
Trust Asset Management
Texas
$380K
TCA
662
Transcend Capital Advisors
New Jersey
$374K
Bessemer Group
663
Bessemer Group
New Jersey
$371K
LNWWM
664
Laird Norton Wetherby Wealth Management
California
$365K
PWP
665
Principle Wealth Partners
Connecticut
$365K
IEFM
666
IQ EQ Fund Management
Ireland
$364K
DW30
667
Drucker Wealth 3.0
New Jersey
$364K
JGUA
668
John G. Ullman & Associates
New York
$361K
ACA
669
Aptus Capital Advisors
Alabama
$360K
AC
670
Aristeia Capital
Connecticut
$358K
IAA
671
Independent Advisor Alliance
North Carolina
$356K
AWAP
672
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K
AWM
673
Aprio Wealth Management
Georgia
$355K
EC
674
EntryPoint Capital
New York
$353K
FFM
675
Forum Financial Management
Illinois
$352K