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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
AWM
676
Aprio Wealth Management
Georgia
$355K -$364 -2 -0.1%
EC
677
EntryPoint Capital
New York
$353K +$26.4K +145 +8%
FFM
678
Forum Financial Management
Illinois
$352K +$55.1K +303 +20%
VT
679
Vise Technologies
New York
$352K +$7.09K +39 +2%
HWA
680
Heartwood Wealth Advisors
Virginia
$350K -$364 -2 -0.1%
MCA
681
MSH Capital Advisors
Arizona
$348K
BWS
682
Broadway Wealth Solutions
Texas
$344K -$24.4K -134 -7%
TFA
683
Tranquilli Financial Advisor
New Jersey
$344K -$6K -33 -2%
JTWM
684
Jackson Thornton Wealth Management
Alabama
$343K +$311K +1,709 New
BBHC
685
Brown Brothers Harriman & Co
New York
$342K +$117K +646 +56%
VFA
686
Valeo Financial Advisors
Indiana
$342K +$328K +1,802 New
TCWA
687
Turtle Creek Wealth Advisors
Texas
$341K +$326K +1,794 New
FW
688
FullCircle Wealth
Texas
$339K +$1.27K +7 +0.4%
WWC
689
Waypoint Wealth Counsel
Georgia
$337K +$39.1K +215 +14%
FFO
690
Fortitude Family Office
Arizona
$337K -$364 -2 -0.1%
AA
691
ALPS Advisors
Colorado
$335K
MAS
692
Meeder Advisory Services
Ohio
$334K -$51.1K -281 -14%
LRIA
693
Leonard Rickey Investment Advisors
Washington
$334K +$45.6K +251 +17%
SVWAG
694
Sound View Wealth Advisors Group
Georgia
$332K +$7.09K +39 +2%
HP
695
Haven Private
Florida
$330K +$16.9K +93 +6%
RCM
696
Requisite Capital Management
Texas
$329K +$315K +1,734 New
VCM
697
Voleon Capital Management
California
$329K +$67.6K +372 +27%
OC
698
Oppenheimer & Co
New York
$328K +$314K +1,729 New
VCM
699
Virtue Capital Management
Tennessee
$328K -$20.5K -113 -6%
FGI
700
Foresight Global Investors
New York
$327K +$313K +1,721 New