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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 %
JFGIW
801
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85.7K +$76.3K +433 +817%
HIA
802
Harbor Investment Advisory
Maryland
$83.9K -$143K -810 -63%
TPCW
803
TD Private Client Wealth
New York
$83.9K -$83.7K -475 -50%
AF
804
Atala Financial
California
$82K – – –
SIM
805
Sentry Investment Management
Wisconsin
$81K -$24.3K -158 -23%
WPA
806
Wealth Preservation Advisors
Tennessee
$79.9K +$79.9K +453 New
Group One Trading
807
Group One Trading
Illinois
$79.9K +$79.9K +453 New
LI
808
LRI Investments
Florida
$79.5K -$1.21K -362 -2%
CTA
809
Colonial Trust Advisors
South Carolina
$79.3K – – –
PSFG
810
Park Square Financial Group
Georgia
$76.9K +$75.8K +430 +7,167%
ZBNA
811
Zions Bancorporation, National Association
Utah
$73.7K +$73.7K +418 New
TWD
812
True Wealth Design
Ohio
$71.9K +$57.3K +325 +392%
CCM
813
Chilton Capital Management
Texas
$70.7K – – –
HPC
814
HM Payson & Co
Maine
$70.5K – – –
PAM
815
Paradigm Asset Management
New York
$70.2K – – –
ACA
816
Atlas Capital Advisors
Wyoming
$68.8K +$17.6K +100 +34%
HNB
817
Huntington National Bank
Ohio
$67K -$14.8K -84 -18%
CH
818
Cromwell Holdings
Wyoming
$66.5K +$27.3K +155 +70%
PWAM
819
Private Wealth Asset Management
Iowa
$66.1K +$66.1K +375 New
OWP
820
ORG Wealth Partners
Texas
$60.4K +$60.4K +353 New
C
821
Covestor
United Kingdom
$60K +$17.3K +98 +41%
CT
822
Colonial Trust
South Carolina
$59.2K -$28K -159 -32%
BBHC
823
Brown Brothers Harriman & Co
New York
$58.7K -$23.4K -133 -29%
BGAI
824
Bruce G. Allen Investments
Colorado
$56.9K +$36.5K +207 +178%
BHWM
825
Bay Harbor Wealth Management
Maryland
$56.6K +$56.6K +321 New
31 32
33
34 35