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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFM
676
E Fund Management
China
$357K +$176 +1 +0%
TAM
677
Trust Asset Management
Texas
$353K -$33.9K -192 -9%
IAA
678
Ironsides Asset Advisors
North Carolina
$353K – – –
LFAS
679
Level Four Advisory Services
Texas
$352K -$11.3K -64 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
680
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K -$5.62M -31,862 -94%
FCBT
681
First Citizens Bank & Trust
North Carolina
$344K -$215K -1,221 -38%
FFM
682
Forum Financial Management
Illinois
$340K -$24.2K -137 -7%
PWP
683
Principle Wealth Partners
Connecticut
$338K – – –
FFO
684
Fortitude Family Office
Arizona
$338K -$7.23K -41 -2%
JGUA
685
John G. Ullman & Associates
New York
$335K – – –
HAG
686
HighPoint Advisor Group
Illinois
$333K +$5.37K +35 +2%
HWA
687
Heartwood Wealth Advisors
Virginia
$331K – – –
AWM
688
Aprio Wealth Management
Georgia
$329K +$107K +609 +49%
PWS
689
Peterson Wealth Services
Utah
$328K +$353 +2 +0.1%
HT
690
Headlands Technologies
Illinois
$327K +$32.1K +182 +11%
FHA
691
Flagship Harbor Advisors
Massachusetts
$324K +$324K +1,840 New
QL
692
Quarry LP
New York
$322K +$322K +1,828 New
GVAG
693
Great Valley Advisor Group
Delaware
$321K -$87.4K -496 -21%
EI
694
Ellevest Inc
New York
$320K +$47.1K +267 +17%
AWS
695
Atria Wealth Solutions
New York
$319K +$16.9K +96 +6%
CI
696
Cigna Investments
Connecticut
$319K -$4.41K -25 -1%
RCM
697
Raleigh Capital Management
North Carolina
$318K +$252K +1,432 +383%
IAA
698
Independent Advisor Alliance
North Carolina
$318K +$12.7K +72 +4%
DT
699
Diversified Trust
Tennessee
$315K -$200K -1,134 -39%
EC
700
EntryPoint Capital
New York
$313K +$66.1K +375 +27%
26 27
28
29 30