964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M
Name Holding Trade Value Shares
Change
Shares
Change %
GS
701
GTS Securities
New York
$262K +$262K +1,661 New
GIA
702
Gladstone Institutional Advisory
Florida
$261K +$15.4K +98 +6%
HP
703
Haven Private
Florida
$259K -$68.6K -435 -21%
CP
704
Cumberland Partners
Ontario, Canada
$258K -$12.1K -77 -4%
IA
705
IFP Advisors
Florida
$257K +$162K +1,027 +170%
DM
706
Deerfield Management
New York
$256K +$256K +1,623 New
CFFP
707
Center for Financial Planning
Michigan
$255K -$2.21K -14 -0.9%
NWAG
708
Net Worth Advisory Group
Utah
$253K +$8.51K +54 +3%
WS
709
Wedbush Securities
California
$253K +$24.5K +156 +11%
CCIA
710
Campbell & Co Investment Adviser
Maryland
$252K -$304K -1,926 -55%
GLF
711
Groupe la Francaise
France
$251K
Group One Trading
712
Group One Trading
Illinois
$250K +$179K +1,135 +251%
PCM
713
Prelude Capital Management
New York
$249K +$59.9K +380 +32%
FTWA
714
Fifth Third Wealth Advisors
Ohio
$247K -$79K -501 -24%
1832 Asset Management
715
1832 Asset Management
Ontario, Canada
$247K -$130K -826 -35%
PTC
716
Petrus Trust Company
Texas
$246K -$238K -1,510 -49%
WWC
717
Waypoint Wealth Counsel
Georgia
$246K +$246K +1,558 New
PCP
718
Perbak Capital Partners
United Kingdom
$245K +$1.1K +7 +0.5%
FFM
719
Forum Financial Management
Illinois
$244K -$59.7K -379 -20%
AIP
720
Ameritas Investment Partners
Nebraska
$244K -$6.78K -43 -3%
CI
721
CX Institutional
Indiana
$244K +$125K +791 +104%
MIM
722
MTM Investment Management
South Carolina
$242K +$5.99K +38 +3%
BRWA
723
B. Riley Wealth Advisors
Florida
$242K +$242K +1,538 New
PMAM
724
Picton Mahoney Asset Management
Ontario, Canada
$242K +$241K +1,527 +30,540%
EH
725
Equitable Holdings
New York
$240K +$240K +1,526 New