IQV icon

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 %
EWA
701
EverSource Wealth Advisors
Alabama
$313K +$52K +295 +20%
DAS
702
Dynamic Advisor Solutions
Arizona
$312K +$52.7K +299 +20%
Bessemer Group
703
Bessemer Group
New Jersey
$311K -$9.33K -53 -3%
BWG
704
Berry Wealth Group
Texas
$311K +$70.5K +400 +29%
KCM
705
KRS Capital Management
Michigan
$309K – – –
DS
706
DRW Securities
Illinois
$307K +$307K +1,739 New
SFS
707
Sowell Financial Services
Arkansas
$305K +$305K +1,729 New
SSA
708
Schonfeld Strategic Advisors
New York
$304K -$86K -488 -22%
SBFM
709
S-Bank Fund Management
Finland
$303K +$303K +1,721 New
CP
710
Cumberland Partners
Ontario, Canada
$302K -$7.93K -45 -3%
GLF
711
Groupe la Francaise
France
$298K – – –
Optiver Holding
712
Optiver Holding
Netherlands
$297K +$297K +1,683 New
CA
713
Continuum Advisory
Idaho
$292K -$25.6K -145 -8%
MPM
714
MBB Public Markets
Illinois
$292K +$292K +1,655 New
BOM
715
Bank of Marin
California
$289K -$67.3K -382 -19%
CFFP
716
Center for Financial Planning
Michigan
$288K +$3.88K +22 +1%
ZIM
717
Zacks Investment Management
Illinois
$283K -$1.06K -6 -0.4%
CW
718
Cook Wealth
North Carolina
$281K – – –
AIP
719
Ameritas Investment Partners
Nebraska
$281K -$15.2K -86 -5%
T
720
Transce3nd
Texas
$280K +$271K +1,539 +2,850%
HH
721
Hilltop Holdings
Texas
$280K -$21.5K -122 -7%
OHWP
722
Oak Harbor Wealth Partners
North Carolina
$278K -$300K -1,704 -52%
CCB
723
Cutter & Co Brokerage
Missouri
$277K -$11.3K -64 -4%
WC
724
Wexford Capital
Florida
$277K – – –
GIA
725
Gladstone Institutional Advisory
Florida
$275K +$8.64K +49 +3%
27 28
29
30 31