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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
CI
726
CX Institutional
Indiana
$298K +$3.27K +18 +1%
TPI
727
Trust Point Inc
Wisconsin
$296K +$283K +1,559 New
GIA
728
Gladstone Institutional Advisory
Florida
$296K -$17.6K -97 -6%
AIP
729
Ameritas Investment Partners
Nebraska
$295K
ONB
730
Old National Bancorp
Indiana
$291K +$278K +1,530 New
WBC
731
Westpac Banking Corp
Australia
$289K
WWM
732
Whalen Wealth Management
Nevada
$287K +$275K +1,510 New
SFC
733
SYM Financial Corp
Indiana
$287K +$25.6K +141 +10%
FFA
734
Florida Financial Advisors
Florida
$282K +$270K +1,485 New
FFA
735
Fi3 Financial Advisors
Indiana
$281K +$32K +176 +13%
FTWA
736
Fifth Third Wealth Advisors
Ohio
$280K -$17.5K -96 -6%
SSA
737
Schonfeld Strategic Advisors
New York
$279K -$13.5M -74,319 -98%
KCP
738
Kera Capital Partners
California
$279K +$267K +1,467 New
Walleye Capital
739
Walleye Capital
New York
$278K +$267K +1,466 New
GWA
740
Gratus Wealth Advisors
Virginia
$278K -$8.18K -45 -3%
1WM
741
1858 Wealth Management
Ohio
$278K +$266K +1,463 New
LGF
742
LGT Group Foundation
Liechtenstein
$277K
FCBT
743
First Citizens Bank & Trust
North Carolina
$274K -$77.3K -425 -23%
CBB
744
Citizens Business Bank
California
$271K +$259K +1,427 New
GC
745
Globeflex Capital
California
$267K -$4.17M -22,952 -94%
KFSC
746
Keystone Financial Services (Colorado)
Colorado
$267K +$19.3K +106 +8%
CTC
747
Central Trust Company
Missouri
$265K +$34.7K +191 +16%
EA
748
Everpar Advisors
Oklahoma
$265K -$1.46K -8 -0.6%
EH
749
Equitable Holdings
New York
$262K -$26.4K -145 -10%
ST
750
Smithfield Trust
Pennsylvania
$261K +$123K +678 +98%