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
WWM
726
Whalen Wealth Management
Nevada
$287K
SFC
727
SYM Financial Corp
Indiana
$287K
FFA
728
Florida Financial Advisors
Florida
$282K
FFA
729
Fi3 Financial Advisors
Indiana
$281K
FTWA
730
Fifth Third Wealth Advisors
Ohio
$280K
SSA
731
Schonfeld Strategic Advisors
New York
$279K
KCP
732
Kera Capital Partners
California
$279K
Walleye Capital
733
Walleye Capital
New York
$278K
GWA
734
Gratus Wealth Advisors
Virginia
$278K
1WM
735
1858 Wealth Management
Ohio
$278K
LGF
736
LGT Group Foundation
Liechtenstein
$277K
FCBT
737
First Citizens Bank & Trust
North Carolina
$274K
CBB
738
Citizens Business Bank
California
$271K
GC
739
Globeflex Capital
California
$267K
KFSC
740
Keystone Financial Services (Colorado)
Colorado
$267K
CTC
741
Central Trust Company
Missouri
$265K
EA
742
Everpar Advisors
Oklahoma
$265K
EH
743
Equitable Holdings
New York
$262K
ST
744
Smithfield Trust
Pennsylvania
$261K
FA
745
FDx Advisors
Illinois
$261K
WA
746
Waddell & Associates
Tennessee
$258K
NWM
747
Northwest Wealth Management
Iowa
$253K
LFAS
748
Level Four Advisory Services
Texas
$253K
SBFM
749
S-Bank Fund Management
Finland
$252K
KFC
750
Klingenstein Fields & Co
New York
$251K