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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 %
LS
776
Livforsakringsbolaget Skandia
Sweden
$164K -$52.9K -300 -24%
WBC
777
Westpac Banking Corp
Australia
$163K -$42.7K -242 -21%
AIM
778
Anchor Investment Management
South Carolina
$159K – – –
PCM
779
Penserra Capital Management
California
$153K -$69.6K -397 -31%
BIG
780
Brooklyn Investment Group
New York
$151K +$4.06K +23 +3%
WPWM
781
Western Pacific Wealth Management
Illinois
$149K – – –
SOW
782
State of Wyoming
Wyoming
$148K -$1.94K -11 -1%
MG
783
Mather Group
Illinois
$136K +$61.7K +350 +84%
CI
784
CX Institutional
Indiana
$134K -$73.9K -418 -36%
SWM
785
Spire Wealth Management
Virginia
$129K -$353 -2 -0.3%
VCM
786
Versant Capital Management
Arizona
$119K +$67.3K +382 +129%
LC
787
Lindbrook Capital
California
$113K -$47.1K -267 -29%
OC
788
Oakworth Capital
Alabama
$112K – – –
NRG
789
Nemes Rush Group
Michigan
$109K +$14.3K +81 +15%
SIC
790
Salem Investment Counselors
North Carolina
$108K – – –
IA
791
IFP Advisors
Florida
$106K -$89.6K -508 -46%
WWM
792
Wolff Wiese Magana
California
$106K – – –
ST
793
Smithfield Trust
Pennsylvania
$103K +$54.6K +309 +113%
IBOK
794
Independence Bank of Kentucky
Kentucky
$102K +$30.7K +174 +43%
AF
795
Allworth Financial
California
$102K -$42.7K -283 -29%
Kayne Anderson Rudnick Investment Management
796
Kayne Anderson Rudnick Investment Management
California
$98.4K -$2.12K -12 -2%
CIAM
797
Caitong International Asset Management
Hong Kong
$98.4K +$49K +278 +99%
PTC
798
Private Trust Company
Ohio
$94.5K +$17.3K +98 +22%
OIAM
799
OFI Invest Asset Management
France
$91.2K -$3.1K -19 -3%
PFBT
800
Parkside Financial Bank & Trust
Missouri
$87.4K -$705 -4 -0.8%
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