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IQVIA
IQV

Overview Fund Activity

964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
751
Klingenstein Fields & Co
New York
$208K – – –
PTP
752
Platform Technology Partners
New York
$208K – – –
NAM
753
NorthCrest Asset Manangement
Minnesota
$206K +$206K +1,252 New
FFA
754
Fi3 Financial Advisors
Indiana
$205K +$205K +1,304 New
NWM
755
Northwest Wealth Management
Iowa
$205K +$205K +1,301 New
CAS
756
CTC Alternative Strategies
Illinois
$205K +$205K +1,299 New
KFSC
757
Keystone Financial Services (Colorado)
Colorado
$205K +$205K +1,298 New
TCA
758
Transcend Capital Advisors
New Jersey
$203K +$203K +1,286 New
WC
759
Wexford Capital
Florida
$201K -$46.6K -296 -19%
CTC
760
Central Trust Company
Missouri
$190K +$16.5K +105 +10%
BBHC
761
Brown Brothers Harriman & Co
New York
$182K +$130K +823 +247%
Bessemer Group
762
Bessemer Group
New Jersey
$181K -$97.7K -619 -35%
MPWT
763
MassMutual Private Wealth & Trust
Connecticut
$173K +$24.7K +157 +17%
OAM
764
Ostrum Asset Management
France
$169K -$45.2K -287 -21%
NICM
765
Neo Ivy Capital Management
New York
$168K +$168K +1,067 New
MEG
766
Millstone Evans Group
Colorado
$159K – – –
PW
767
Pandora Wealth
Illinois
$156K -$17.2K -109 -10%
IWA
768
Icon Wealth Advisors
Texas
$154K – – –
AF
769
Allworth Financial
California
$153K +$46.2K +293 +43%
PCM
770
Penserra Capital Management
California
$151K +$14.1K +90 +10%
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$148K – – –
LS
772
Livforsakringsbolaget Skandia
Sweden
$147K – – –
AIM
773
Anchor Investment Management
South Carolina
$142K – – –
HNB
774
Huntington National Bank
Ohio
$142K +$81.8K +519 +137%
VCM
775
Versant Capital Management
Arizona
$133K +$26.6K +169 +25%
29 30
31
32 33