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
Simplex Trading
701
Simplex Trading
Illinois
$479K
HH
702
Hilltop Holdings
Texas
$478K
IWA
703
IVC Wealth Advisors
Pennsylvania
$478K
JTWM
704
Jackson Thornton Wealth Management
Alabama
$477K
GTAM
705
Global Trust Asset Management
Florida
$477K
CF
706
Centaurus Financial
California
$476K
GVAG
707
Great Valley Advisor Group
Delaware
$475K
PA
708
Pinnacle Associates
New York
$474K
HP
709
Havemeyer Place
Connecticut
$473K
EA
710
Everpar Advisors
Oklahoma
$472K
ACA
711
Aptus Capital Advisors
Alabama
$471K
BBHC
712
Brown Brothers Harriman & Co
New York
$468K
RG
713
Rathbones Group
United Kingdom
$467K
IRP
714
Investment Research Partners
Pennsylvania
$466K
SMA
715
Sage Mountain Advisors
Georgia
$465K
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$465K
BB
717
Busey Bank
Illinois
$462K
NW
718
NewEdge Wealth
Pennsylvania
$462K
PFS
719
Prospera Financial Services
Texas
$455K
RC
720
RBF Capital
California
$451K
PWS
721
Peterson Wealth Services
Utah
$450K
WA
722
Waddell & Associates
Tennessee
$450K
PPW
723
Parcion Private Wealth
Washington
$448K
WWC
724
Waypoint Wealth Counsel
Georgia
$448K
CCC
725
Chesapeake Capital Corp
Florida
$436K