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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
ERSOT
701
Employees Retirement System of Texas
Texas
$326K +$44.9K +247 +17%
GWMR
702
GC Wealth Management RIA
Massachusetts
$325K +$311K +1,713 New
PCM
703
Prelude Capital Management
New York
$325K +$23.3K +128 +8%
GLA
704
Great Lakes Advisors
Illinois
$324K -$106K -584 -25%
CWS
705
Cypress Wealth Services
California
$324K +$6.91K +38 +2%
TRCT
706
Tower Research Capital (TRC)
New York
$322K -$503K -2,768 -62%
CI
707
Cigna Investments
Connecticut
$321K -$10.4K -57 -3%
BRWA
708
B. Riley Wealth Advisors
Florida
$321K +$27.5K +151 +10%
RCAG
709
Rehmann Capital Advisory Group
Michigan
$316K +$43.3K +238 +17%
RL
710
Retireful LLC
Michigan
$316K +$302K +1,662 New
ZIM
711
Zacks Investment Management
Illinois
$314K +$32K +176 +12%
SOW
712
State of Wyoming
Wyoming
$313K -$417K -2,292 -58%
CP
713
Cumberland Partners
Ontario, Canada
$311K
AF
714
Allworth Financial
California
$311K +$121K +667 +69%
IA
715
IFP Advisors
Florida
$311K +$1.09K +6 +0.4%
1832 Asset Management
716
1832 Asset Management
Ontario, Canada
$310K +$12.5K +69 +4%
GVAG
717
Great Valley Advisor Group
Delaware
$310K -$13.3K -73 -4%
OR
718
Olympiad Research
Connecticut
$308K +$295K +1,621 New
CFFP
719
Center for Financial Planning
Michigan
$308K
Brown Advisory
720
Brown Advisory
Maryland
$307K -$66.4K -365 -18%
FI
721
Financial Insights
Washington
$306K +$293K +1,609 New
PWP
722
Phillips Wealth Planners
Mississippi
$305K +$22.5K +124 +9%
GLF
723
Groupe la Francaise
France
$304K
KCM
724
KRS Capital Management
Michigan
$303K -$19.1K -105 -6%
CAM
725
Cresset Asset Management
Illinois
$301K +$24K +132 +9%