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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 %
NWAG
726
Net Worth Advisory Group
Utah
$274K +$81.3K +461 +42%
Jones Financial Companies
727
Jones Financial Companies
Missouri
$272K +$56.9K +321 +26%
PCP
728
Perbak Capital Partners
United Kingdom
$272K +$272K +1,545 New
BWP
729
BSW Wealth Partners
Colorado
$272K +$69.3K +393 +34%
FMLI
730
Fukoku Mutual Life Insurance
Japan
$268K – – –
TFA
731
Tranquilli Financial Advisor
New Jersey
$267K -$19.2K -109 -7%
GWA
732
Gratus Wealth Advisors
Virginia
$266K -$19.2K -109 -7%
AWAP
733
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K -$27.2K -154 -9%
SC
734
SummitTX Capital
Texas
$264K +$264K +1,500 New
BP
735
Ballentine Partners
Massachusetts
$260K +$12.2K +69 +5%
NRW
736
Nova R Wealth
Kansas
$259K +$5.64K +32 +2%
BWS
737
Broadway Wealth Solutions
Texas
$257K +$11.3K +64 +5%
CCA
738
Checchi Capital Advisers
California
$257K -$34.9K -198 -12%
MIM
739
MTM Investment Management
South Carolina
$257K -$12.5K -73 -5%
WS
740
Wedbush Securities
California
$256K +$256K +1,452 New
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$250K – – –
CFO
742
Callan Family Office
Pennsylvania
$248K -$70K -397 -22%
KP
743
Keel Point
Alabama
$245K +$245K +1,389 New
SP
744
SIH Partners
Delaware
$244K +$244K +1,385 New
AWM
745
Angeles Wealth Management
California
$242K -$22.2K -126 -8%
OAM
746
Ostrum Asset Management
France
$240K +$39.8K +226 +20%
CSP
747
Cary Street Partners
Virginia
$238K -$1.04M -5,886 -81%
EA
748
Everpar Advisors
Oklahoma
$237K -$30.5K -173 -11%
KFC
749
Klingenstein Fields & Co
New York
$233K – – –
PTP
750
Platform Technology Partners
New York
$233K -$5.29K -30 -2%
28 29
30
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