1,139 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 405 increasing their positions, 366 reducing their positions, and 73 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:

11% more repeat investments, than reductions

Existing positions increased: 405 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.28% more ownership

Funds ownership: 93.15%94.43% (+1.3%)

Holders
1,139
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
AF
676
Allworth Financial
California
$523K
TFA
677
Tranquilli Financial Advisor
New Jersey
$517K
IAA
678
Independent Advisor Alliance
North Carolina
$515K
FRM
679
Fox Run Management
Connecticut
$513K
PGFC
680
Peapack-Gladstone Financial Corp
New Jersey
$507K
GT
681
Greenleaf Trust
Michigan
$507K
ECM
682
Everence Capital Management
Indiana
$506K
DC
683
Davenport & Co
Virginia
$506K
ACS
684
Archford Capital Strategies
Illinois
$505K
EW
685
Evoke Wealth
California
$504K
KCIC
686
Kuhn & Co Investment Counsel
Illinois
$502K
AWM
687
Apollon Wealth Management
South Carolina
$501K
RCAG
688
Rehmann Capital Advisory Group
Michigan
$497K
PIMJS
689
PKO Investment Management Joint-Stock
Poland
$496K
AFM
690
Armstrong Fleming & Moore
District of Columbia
$491K
CIA
691
Caerus Investment Advisors
Texas
$486K
NP
692
Ninepoint Partners
Ontario, Canada
$486K
YIH
693
Y-Intercept (HK)
Hong Kong
$485K
VT
694
Vise Technologies
New York
$484K
TCA
695
Transcend Capital Advisors
New Jersey
$483K
FFM
696
Forum Financial Management
Illinois
$483K
RWPA
697
Richard W. Paul & Associates
Michigan
$482K
IRC
698
Investors Research Corp
Georgia
$481K
BCG
699
Breakwater Capital Group
New Jersey
$480K
Bessemer Group
700
Bessemer Group
New Jersey
$479K