1,001 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, 397 increasing their positions, 344 reducing their positions, and 106 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: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
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 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ONB
726
Old National Bancorp
Indiana
$291K
WBC
727
Westpac Banking Corp
Australia
$289K
WWM
728
Whalen Wealth Management
Nevada
$287K
SFC
729
SYM Financial Corp
Indiana
$287K
FFA
730
Florida Financial Advisors
Florida
$282K
FFA
731
Fi3 Financial Advisors
Indiana
$281K
FTWA
732
Fifth Third Wealth Advisors
Ohio
$280K
SSA
733
Schonfeld Strategic Advisors
New York
$279K
KCP
734
Kera Capital Partners
California
$279K
Walleye Capital
735
Walleye Capital
New York
$278K
GWA
736
Gratus Wealth Advisors
Virginia
$278K
1WM
737
1858 Wealth Management
Ohio
$278K
LGF
738
LGT Group Foundation
Liechtenstein
$277K
FCBT
739
First Citizens Bank & Trust
North Carolina
$274K
CBB
740
Citizens Business Bank
California
$271K
GC
741
Globeflex Capital
California
$267K
KFSC
742
Keystone Financial Services (Colorado)
Colorado
$267K
CTC
743
Central Trust Company
Missouri
$265K
EA
744
Everpar Advisors
Oklahoma
$265K
EH
745
Equitable Holdings
New York
$262K
ST
746
Smithfield Trust
Pennsylvania
$261K
FA
747
FDx Advisors
Illinois
$261K
WA
748
Waddell & Associates
Tennessee
$258K
NWM
749
Northwest Wealth Management
Iowa
$253K
LFAS
750
Level Four Advisory Services
Texas
$253K