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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
JSAM
651
J. Safra Asset Management
New York
$397K +$335K +1,841 +736%
RG
652
Rathbones Group
United Kingdom
$397K -$16.4K -90 -4%
FIA
653
Foundations Investment Advisors
Arizona
$397K -$75.6K -416 -17%
SMA
654
Sage Mountain Advisors
Georgia
$394K +$378K +2,077 New
PFS
655
Prospera Financial Services
Texas
$393K +$57.5K +316 +18%
FLPIM
656
F.L. Putnam Investment Management
Massachusetts
$392K +$182 +1 +0%
SFS
657
Sowell Financial Services
Arkansas
$390K +$364 +2 +0.1%
BB
658
Busey Bank
Illinois
$389K -$7.27K -40 -2%
PMG
659
ProVise Management Group
Florida
$389K -$59.1K -325 -14%
EW
660
Evoke Wealth
California
$388K +$33.1K +182 +10%
P
661
Pitcairn
Pennsylvania
$386K -$40K -220 -10%
EP
662
Essential Partners
California
$386K +$105K +580 +40%
PWS
663
Peterson Wealth Services
Utah
$384K -$279K -1,533 -82%
TAM
664
Trust Asset Management
Texas
$380K
TCA
665
Transcend Capital Advisors
New Jersey
$374K +$124K +683 +53%
Bessemer Group
666
Bessemer Group
New Jersey
$371K +$146K +801 +70%
LNWWM
667
Laird Norton Wetherby Wealth Management
California
$365K +$45.8K +252 +15%
PWP
668
Principle Wealth Partners
Connecticut
$365K
IEFM
669
IQ EQ Fund Management
Ireland
$364K -$537K -2,955 -61%
DW30
670
Drucker Wealth 3.0
New Jersey
$364K -$161K -887 -32%
JGUA
671
John G. Ullman & Associates
New York
$361K
ACA
672
Aptus Capital Advisors
Alabama
$360K -$189K -1,042 -35%
AC
673
Aristeia Capital
Connecticut
$358K -$147K -811 -30%
IAA
674
Independent Advisor Alliance
North Carolina
$356K +$38.2K +210 +13%
AWAP
675
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$356K +$4K +22 +1%