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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
HCM
776
Howard Capital Management
Georgia
$219K +$209K +1,152 New
HNWAG
777
High Net Worth Advisory Group
Florida
$218K +$209K +1,150 New
AWM
778
Angeles Wealth Management
California
$215K +$206K +1,131 New
CP
779
Castleview Partners
Texas
$215K -$38.7K -213 -16%
RAM
780
RWC Asset Management
United Kingdom
$214K +$205K +1,129 New
TWM
781
Trueblood Wealth Management
Ohio
$213K +$204K +1,123 New
SL
782
Sentinus LLC
Illinois
$213K +$204K +1,121 New
MCWA
783
Meadow Creek Wealth Advisors
Georgia
$212K +$187K +1,029 New
IBOK
784
Independence Bank of Kentucky
Kentucky
$211K +$98.2K +540 +95%
AI
785
Accredited Investors
Minnesota
$210K +$201K +1,107 New
RCA
786
Resonant Capital Advisors
Wisconsin
$210K +$201K +1,107 New
CIA
787
Choate Investment Advisors
Massachusetts
$210K +$201K +1,104 New
BOTPPF
788
Board of the Pension Protection Fund
United Kingdom
$209K +$200K +1,100 New
QFW
789
QTR Family Wealth
Florida
$206K +$198K +1,087 New
WC
790
Waterloo Capital
Texas
$206K +$198K +1,087 New
FFA
791
Farther Finance Advisors
California
$206K +$125K +685 +172%
AO
792
Advisor OS
Illinois
$204K +$195K +1,072 New
OAM
793
Ostrum Asset Management
France
$198K -$6K -33 -3%
MEG
794
Millstone Evans Group
Colorado
$194K +$2.73K +15 +1%
WSFS
795
Wilmington Savings Fund Society
Delaware
$190K -$1.41M -7,753 -89%
KFA
796
Kelleher Financial Advisors
New York
$190K +$182K +1,000 New
PW
797
Pandora Wealth
Illinois
$188K
IWA
798
Icon Wealth Advisors
Texas
$188K +$1.64K +9 +0.9%
HNB
799
Huntington National Bank
Ohio
$184K +$12.7K +70 +8%
PCM
800
Penserra Capital Management
California
$184K +$2K +11 +1%