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
Name Holding Trade Value Shares
Change
Shares
Change %
WPWM
776
Western Pacific Wealth Management
Illinois
$133K
LI
777
LRI Investments
Florida
$130K +$1.96K +361 +2%
CIAM
778
Caitong International Asset Management
Hong Kong
$127K +$39.2K +249 +45%
SAM
779
Smartleaf Asset Management
Massachusetts
$117K -$33.9K -215 -22%
SWM
780
Spire Wealth Management
Virginia
$111K -$4.26K -27 -4%
PSFG
781
Park Square Financial Group
Georgia
$110K +$41K +260 +60%
ST
782
Smithfield Trust
Pennsylvania
$109K +$17K +108 +19%
UB
783
UMB Bank
Missouri
$106K +$64K +406 +151%
NRG
784
Nemes Rush Group
Michigan
$100K +$2.52K +16 +3%
OWP
785
ORG Wealth Partners
Texas
$99.8K +$42.4K +261 +74%
BHWM
786
Bay Harbor Wealth Management
Maryland
$98.7K +$48.1K +305 +95%
SIC
787
Salem Investment Counselors
North Carolina
$96.4K
WWM
788
Wolff Wiese Magana
California
$95.3K +$788 +5 +0.8%
PTC
789
Private Trust Company
Ohio
$95K +$10.6K +67 +13%
CFO
790
CVA Family Office
Colorado
$92.3K +$63.2K +401 +217%
OIAM
791
OFI Invest Asset Management
France
$91.6K +$16.5K +123 +22%
IBOK
792
Independence Bank of Kentucky
Kentucky
$89.8K -$1.58K -10 -2%
Kayne Anderson Rudnick Investment Management
793
Kayne Anderson Rudnick Investment Management
California
$88.3K +$315 +2 +0.4%
TWD
794
True Wealth Design
Ohio
$87.9K +$23.6K +150 +37%
SIM
795
Sentry Investment Management
Wisconsin
$87K
BTI
796
Blue Trust Inc
Georgia
$77.4K +$30.3K +192 +64%
MSE
797
MUFG Securities EMEA
United Kingdom
$76.6K +$76.6K +486 New
OL
798
OneFund LLC
Florida
$75K +$75K +479 New
PFBT
799
Parkside Financial Bank & Trust
Missouri
$73.8K -$4.41K -28 -6%
OC
800
Oakworth Capital
Alabama
$73.3K -$27.3K -173 -27%