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 %
WPA
801
Wealth Preservation Advisors
Tennessee
$71.4K
DJSG
802
D.J. St. Germain
Massachusetts
$71.1K +$41K +260 +136%
C
803
Covestor
United Kingdom
$70K +$16.6K +105 +31%
AA
804
Ancora Advisors
Ohio
$69.7K -$114K -725 -62%
MYIA
805
Mount Yale Investment Advisors
Colorado
$63.7K +$63.7K +404 New
PAM
806
Paradigm Asset Management
New York
$62.7K
FFA
807
Farther Finance Advisors
California
$62.7K +$15.9K +101 +34%
CH
808
Cromwell Holdings
Wyoming
$60.5K +$1.1K +7 +2%
AGWCA
809
Annis Gardner Whiting Capital Advisors
Florida
$59.3K +$31.5K +200 +114%
CWP
810
Concord Wealth Partners
Virginia
$58.8K +$22.1K +140 +60%
AWM
811
Atticus Wealth Management
Florida
$52.5K +$52.5K +333 New
LFG
812
Larson Financial Group
Missouri
$51.8K +$8.51K +54 +20%
SS
813
SBI Securities
Japan
$50.4K +$788 +5 +2%
GWSG
814
GPS Wealth Strategies Group
Colorado
$49.5K
AWM
815
AllSquare Wealth Management
New York
$49.2K +$20K +127 +69%
BGAI
816
Bruce G. Allen Investments
Colorado
$48.7K -$2.21K -14 -4%
NC
817
NewSquare Capital
Pennsylvania
$45.9K +$29.8K +189 +185%
MCM
818
MV Capital Management
Maryland
$44.1K +$2.99K +19 +7%
RIL
819
Rothschild Investment LLC
Illinois
$42.4K +$19.5K +124 +86%
JSAM
820
J. Safra Asset Management
New York
$39.4K +$26.6K +169 +209%
TCOT
821
Trust Company of Toledo
Ohio
$38.6K +$38.6K +245 New
ADL
822
Asset Dedication LLC
California
$38.3K +$26.5K +168 +224%
CT
823
Clearstead Trust
Maine
$34.8K -$10.6K -67 -23%
CCM
824
Chilton Capital Management
Texas
$34.5K -$28.7K -182 -45%
PWAM
825
Private Wealth Asset Management
Iowa
$34.4K -$24.7K -157 -42%