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IQVIA
IQV

Overview Fund Activity

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

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
726
Westpac Banking Corp
Australia
$240K +$93.8K +595 +64%
GWA
727
Gratus Wealth Advisors
Virginia
$238K – – –
LRIA
728
Leonard Rickey Investment Advisors
Washington
$237K +$26.2K +166 +12%
BFPW
729
BOK Financial Private Wealth
Colorado
$237K -$252K -1,596 -52%
AA
730
Advisory Alpha
Michigan
$237K -$256K -1,624 -52%
ZIM
731
Zacks Investment Management
Illinois
$232K -$20.6K -131 -8%
BP
732
Ballentine Partners
Massachusetts
$232K -$946 -6 -0.4%
ERSOT
733
Employees Retirement System of Texas
Texas
$231K +$231K +1,469 New
PFM
734
Patton Fund Management
Texas
$231K +$231K +1,464 New
BIG
735
Brooklyn Investment Group
New York
$230K +$94.4K +599 +70%
PWP
736
Phillips Wealth Planners
Mississippi
$224K +$224K +1,364 New
Hudson Bay Capital Management
737
Hudson Bay Capital Management
Connecticut
$224K -$160K -1,018 -42%
RCAG
738
Rehmann Capital Advisory Group
Michigan
$223K +$223K +1,418 New
PGFC
739
Peapack-Gladstone Financial Corp
New Jersey
$223K – – –
CCA
740
Checchi Capital Advisers
California
$222K -$8.2K -52 -4%
EA
741
Everpar Advisors
Oklahoma
$221K +$9.77K +62 +5%
LFAS
742
Level Four Advisory Services
Texas
$218K -$96.9K -615 -31%
NB
743
NBT Bank
New York
$218K -$159K -1,011 -42%
SFC
744
SYM Financial Corp
Indiana
$216K +$216K +1,368 New
VCM
745
Voleon Capital Management
California
$214K +$214K +1,358 New
LGF
746
LGT Group Foundation
Liechtenstein
$214K -$163K -1,033 -43%
SBFM
747
S-Bank Fund Management
Finland
$212K -$59.6K -378 -22%
CP
748
Castleview Partners
Texas
$212K +$212K +1,343 New
DWA
749
Douglass Winthrop Advisors
New York
$211K -$72.4M -459,226 -100%
GJWM
750
Gilliland Jeter Wealth Management
Arkansas
$209K -$400K -2,541 -66%
28 29
30
31 32