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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
726
Chesapeake Capital Corp
Florida
$436K
HP
727
Haven Private
Florida
$435K
TAM
728
Trust Asset Management
Texas
$435K
PWP
729
Principle Wealth Partners
Connecticut
$433K
IEFM
730
IQ EQ Fund Management
Ireland
$433K
JGUA
731
John G. Ullman & Associates
New York
$428K
AWAP
732
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K
VCM
733
Virtue Capital Management
Tennessee
$422K
AA
734
ALPS Advisors
Colorado
$420K
LAM
735
L2 Asset Management
Massachusetts
$420K
EWM
736
Empirical Wealth Management
Washington
$420K
MCA
737
MSH Capital Advisors
Arizona
$415K
HWA
738
Heartwood Wealth Advisors
Virginia
$415K
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$412K
LRIA
740
Leonard Rickey Investment Advisors
Washington
$409K
GS
741
GTS Securities
New York
$408K
AIM
742
Access Investment Management
Georgia
$401K
FFO
743
Fortitude Family Office
Arizona
$400K
WWM
744
Whalen Wealth Management
Nevada
$399K
CI
745
CX Institutional
Indiana
$397K
FMI
746
Frec Markets Inc
California
$394K
AWM
747
Aprio Wealth Management
Georgia
$393K
PMG
748
ProVise Management Group
Florida
$391K
SAI
749
Savvy Advisors Inc
New York
$391K
FGI
750
Foresight Global Investors
New York
$388K