993 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 391 increasing their positions, 343 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

14% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 343

2% more funds holding

Funds holding: 973993 (+20)

0.77% less ownership

Funds ownership: 93.6%92.83% (-0.77%)

Holders
993
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
701
Cypress Wealth Services
California
$324K
TRCT
702
Tower Research Capital (TRC)
New York
$322K
CI
703
Cigna Investments
Connecticut
$321K
BRWA
704
B. Riley Wealth Advisors
Florida
$321K
RCAG
705
Rehmann Capital Advisory Group
Michigan
$316K
RL
706
Retireful LLC
Michigan
$316K
ZIM
707
Zacks Investment Management
Illinois
$314K
SOW
708
State of Wyoming
Wyoming
$313K
CP
709
Cumberland Partners
Ontario, Canada
$311K
AF
710
Allworth Financial
California
$311K
IA
711
IFP Advisors
Florida
$311K
1832 Asset Management
712
1832 Asset Management
Ontario, Canada
$310K
GVAG
713
Great Valley Advisor Group
Delaware
$310K
OR
714
Olympiad Research
Connecticut
$308K
CFFP
715
Center for Financial Planning
Michigan
$308K
Brown Advisory
716
Brown Advisory
Maryland
$307K
PWP
717
Phillips Wealth Planners
Mississippi
$305K
GLF
718
Groupe la Francaise
France
$304K
KCM
719
KRS Capital Management
Michigan
$303K
CI
720
CX Institutional
Indiana
$298K
TPI
721
Trust Point Inc
Wisconsin
$296K
GIA
722
Gladstone Institutional Advisory
Florida
$296K
AIP
723
Ameritas Investment Partners
Nebraska
$295K
ONB
724
Old National Bancorp
Indiana
$291K
WBC
725
Westpac Banking Corp
Australia
$289K