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
VT
676
Vise Technologies
New York
$352K
HWA
677
Heartwood Wealth Advisors
Virginia
$350K
MCA
678
MSH Capital Advisors
Arizona
$348K
BWS
679
Broadway Wealth Solutions
Texas
$344K
TFA
680
Tranquilli Financial Advisor
New Jersey
$344K
JTWM
681
Jackson Thornton Wealth Management
Alabama
$343K
BBHC
682
Brown Brothers Harriman & Co
New York
$342K
VFA
683
Valeo Financial Advisors
Indiana
$342K
TCWA
684
Turtle Creek Wealth Advisors
Texas
$341K
FW
685
FullCircle Wealth
Texas
$339K
WWC
686
Waypoint Wealth Counsel
Georgia
$337K
FFO
687
Fortitude Family Office
Arizona
$337K
AA
688
ALPS Advisors
Colorado
$335K
MAS
689
Meeder Advisory Services
Ohio
$334K
LRIA
690
Leonard Rickey Investment Advisors
Washington
$334K
SVWAG
691
Sound View Wealth Advisors Group
Georgia
$332K
HP
692
Haven Private
Florida
$330K
RCM
693
Requisite Capital Management
Texas
$329K
VCM
694
Voleon Capital Management
California
$329K
OC
695
Oppenheimer & Co
New York
$328K
VCM
696
Virtue Capital Management
Tennessee
$328K
FGI
697
Foresight Global Investors
New York
$327K
ERSOT
698
Employees Retirement System of Texas
Texas
$326K
GWMR
699
GC Wealth Management RIA
Massachusetts
$325K
PCM
700
Prelude Capital Management
New York
$325K