1,132 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.25% more ownership

Funds ownership: 93.13%94.37% (+1.2%)

Holders
1,132
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
651
Anchyra Partners
Georgia
$599K
OPWM
652
Oregon Pacific Wealth Management
Oregon
$599K
TG
653
TCW Group
California
$598K
CAM
654
Cresset Asset Management
Illinois
$595K
SL
655
Sentinus LLC
Illinois
$589K
CTA
656
Clear Trail Advisors
Texas
$588K
CFM
657
Catalyst Funds Management
Australia
$586K
FAT
658
First American Trust
California
$585K
T. Rowe Price Investment Management
659
T. Rowe Price Investment Management
Maryland
$582K
SCTC
660
Sanibel Captiva Trust Company
Florida
$582K
BIM
661
Baldwin Investment Management
Pennsylvania
$577K
BP
662
Ballentine Partners
Massachusetts
$568K
HAG
663
HighPoint Advisor Group
Illinois
$567K
AGWCA
664
Annis Gardner Whiting Capital Advisors
Florida
$565K
DACS
665
Dymon Asia Capital (Singapore)
Singapore
$564K
A
666
AlphaQuest
New York
$562K
JRP
667
Jasper Ridge Partners
California
$555K
TCWA
668
Turtle Creek Wealth Advisors
Texas
$555K
RCG
669
Regatta Capital Group
California
$546K
SFI
670
Siemens Fonds Invest
Germany
$544K
ATPW
671
Ashton Thomas Private Wealth
Arizona
$541K
MA
672
Mutual Advisors
Nebraska
$541K
AF
673
Allworth Financial
California
$523K
TFA
674
Tranquilli Financial Advisor
New Jersey
$517K
IAA
675
Independent Advisor Alliance
North Carolina
$515K