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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
751
FDx Advisors
Illinois
$261K +$219K +1,205 New
WA
752
Waddell & Associates
Tennessee
$258K +$247K +1,360 New
NWM
753
Northwest Wealth Management
Iowa
$253K +$6K +33 +3%
LFAS
754
Level Four Advisory Services
Texas
$253K -$9.82K -54 -4%
SBFM
755
S-Bank Fund Management
Finland
$252K -$3.27K -18 -1%
KFC
756
Klingenstein Fields & Co
New York
$251K
CPA
757
Capital Performance Advisors
California
$251K +$240K +1,321 New
PTP
758
Platform Technology Partners
New York
$251K
CCA
759
Checchi Capital Advisers
California
$250K -$16.4K -90 -6%
NB
760
NBT Bank
New York
$245K -$16.4K -90 -7%
SAM
761
Smartleaf Asset Management
Massachusetts
$244K +$111K +608 +82%
WC
762
Wexford Capital
Florida
$242K
IC
763
Inscription Capital
Texas
$242K +$231K +1,272 New
MPWT
764
MassMutual Private Wealth & Trust
Connecticut
$240K +$30.2K +166 +15%
AGP
765
Aspire Growth Partners
Florida
$234K +$224K +1,233 New
IQI
766
Integrated Quantitative Investments
Washington
$233K +$223K +1,225 New
AC
767
Apella Capital
Connecticut
$232K +$205K +1,128 New
KRW
768
Kaufman Rossin Wealth
Florida
$231K +$221K +1,215 New
NRW
769
Nova R Wealth
Kansas
$230K +$220K +1,211 New
CIA
770
Caerus Investment Advisors
Texas
$229K +$219K +1,204 New
HW
771
Hamilton Wealth
California
$222K +$212K +1,168 New
SC
772
Syon Capital
California
$221K +$211K +1,162 New
CW
773
CreativeOne Wealth
Kansas
$220K +$211K +1,158 New
CA
774
Cannon Advisors
North Carolina
$220K +$182K +1,000 New
BIG
775
Brooklyn Investment Group
New York
$220K -$11.5K -63 -4%