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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 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:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
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
AIP
776
Ameritas Investment Partners
Nebraska
$350K
BONST
777
Bank of Nova Scotia Trust
Ontario, Canada
$349K
ONB
778
Old National Bancorp
Indiana
$348K
RWM
779
Revisor Wealth Management
Ohio
$345K
KCP
780
Kera Capital Partners
California
$342K
ZIM
781
Zacks Investment Management
Illinois
$340K
SIC
782
Salem Investment Counselors
North Carolina
$340K
BRWA
783
B. Riley Wealth Advisors
Florida
$340K
PPWP
784
Premier Path Wealth Partners
New Jersey
$338K
VFA
785
Valeo Financial Advisors
Indiana
$337K
WANY
786
Wealthspire Advisors (New York)
New York
$337K
EH
787
Equitable Holdings
New York
$335K
AC
788
Aristeia Capital
Connecticut
$330K
SVWAG
789
Sound View Wealth Advisors Group
Georgia
$329K
AC
790
AlphaCore Capital
California
$326K
FTWA
791
Fifth Third Wealth Advisors
Ohio
$321K
FLII
792
First Long Island Investors
New York
$321K
FFA
793
Florida Financial Advisors
Florida
$319K
CTC
794
Central Trust Company
Missouri
$317K
GC
795
Globeflex Capital
California
$317K
FCBT
796
First Citizens Bank & Trust
North Carolina
$316K
AFG
797
Atomi Financial Group
New York
$312K
CFFP
798
Center for Financial Planning
Michigan
$310K
ECM
799
Evergreen Capital Management
Washington
$309K
LGF
800
LGT Group Foundation
Liechtenstein
$309K