1,132 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 72 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:

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.25% more ownership

Funds ownership: 93.13%94.37% (+1.2%)

Holders
1,132
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
BWS
751
Broadway Wealth Solutions
Texas
$382K
FFA
752
Fi3 Financial Advisors
Indiana
$382K
NWM
753
Northwest Wealth Management
Iowa
$380K
UOTTAIMCU
754
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$379K
DWM
755
Dynasty Wealth Management
Florida
$377K
TC
756
Tannin Capital
North Carolina
$377K
FGC
757
First Growth Capital
Maryland
$373K
SFC
758
SYM Financial Corp
Indiana
$372K
MWM
759
Meridian Wealth Management
Kentucky
$367K
Nomura Holdings
760
Nomura Holdings
Japan
$365K
FAMI
761
Fideuram Asset Management (Ireland)
$364K
CI
762
Cigna Investments
Connecticut
$363K
IPW
763
Impact Partnership Wealth
Georgia
$361K
GLF
764
Groupe la Francaise
France
$360K
KCM
765
KRS Capital Management
Michigan
$360K
YC
766
Yarbrough Capital
Tennessee
$358K
UCB
767
United Community Bank
South Carolina
$357K
FIA
768
Foundations Investment Advisors
Arizona
$356K
CPA
769
Capital Performance Advisors
California
$354K
GIA
770
Gladstone Institutional Advisory
Florida
$353K
BPWM
771
BCS Private Wealth Management
New Jersey
$352K
AIP
772
Ameritas Investment Partners
Nebraska
$350K
BONST
773
Bank of Nova Scotia Trust
Ontario, Canada
$349K
ONB
774
Old National Bancorp
Indiana
$348K
RWM
775
Revisor Wealth Management
Ohio
$345K