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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFW
751
Rainier Family Wealth
Washington
$230K -$80.7K -458 -26%
VC
752
Veracity Capital
Georgia
$230K +$7.05K +40 +3%
CPIG
753
Chicago Partners Investment Group
Illinois
$222K -$19.9K -130 -8%
CWS
754
Cypress Wealth Services
California
$221K +$2.29K +13 +1%
LWM
755
Lyell Wealth Management
California
$221K -$31K -176 -12%
ATPW
756
Ashton Thomas Private Wealth
Arizona
$219K -$16.6K -94 -7%
YIH
757
Y-Intercept (HK)
Hong Kong
$216K -$955K -5,416 -82%
RWPA
758
Richard W. Paul & Associates
Michigan
$213K +$212K +1,202 +15,025%
PCM
759
Prelude Capital Management
New York
$212K +$212K +1,203 New
PF
760
Phoenix Financial
Israel
$208K -$36.1K -204 -15%
AA
761
Ancora Advisors
Ohio
$206K -$5.99K -34 -3%
IGAM
762
iA Global Asset Management
Quebec, Canada
$205K – – –
BC
763
Bayforest Capital
United Kingdom
$203K +$203K +1,151 New
HNWAG
764
High Net Worth Advisory Group
Florida
$203K – – –
LRIA
765
Leonard Rickey Investment Advisors
Washington
$202K -$17.4K -115 -8%
CIC
766
Chilton Investment Company
Connecticut
$200K +$200K +1,137 New
TWM
767
Trueblood Wealth Management
Ohio
$200K +$176 +1 +0.1%
CTC
768
Central Trust Company
Missouri
$194K +$69.8K +396 +56%
PW
769
Pandora Wealth
Illinois
$194K +$194K +1,098 New
A
770
Allianz
Germany
$190K – – –
MEG
771
Millstone Evans Group
Colorado
$177K – – –
IWA
772
Icon Wealth Advisors
Texas
$173K – – –
SAM
773
Smartleaf Asset Management
Massachusetts
$170K +$17.7K +100 +12%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$166K -$40.4K -229 -20%
TFIPS
775
Towarzystwo Funduszy Inwestycyjnych PZU SA
$166K – – –
29 30
31
32 33