969 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, 421 increasing their positions, 322 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$460M
Puts
$262M
Net Calls
Net Calls Change

Top Sellers

1 -$252M
2 -$151M
3 -$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
801
Parkside Financial Bank & Trust
Missouri
$73.8K
OC
802
Oakworth Capital
Alabama
$73.3K
WPA
803
Wealth Preservation Advisors
Tennessee
$71.4K
DJSG
804
D.J. St. Germain
Massachusetts
$71.1K
C
805
Covestor
United Kingdom
$70K
AA
806
Ancora Advisors
Ohio
$69.7K
MYIA
807
Mount Yale Investment Advisors
Colorado
$63.7K
PAM
808
Paradigm Asset Management
New York
$62.7K
FFA
809
Farther Finance Advisors
California
$62.7K
CH
810
Cromwell Holdings
Wyoming
$60.5K
AGWCA
811
Annis Gardner Whiting Capital Advisors
Florida
$59.3K
CWP
812
Concord Wealth Partners
Virginia
$58.8K
AWM
813
Atticus Wealth Management
Florida
$52.5K
LFG
814
Larson Financial Group
Missouri
$51.8K
SS
815
SBI Securities
Japan
$50.4K
GWSG
816
GPS Wealth Strategies Group
Colorado
$49.5K
AWM
817
AllSquare Wealth Management
New York
$49.2K
BGAI
818
Bruce G. Allen Investments
Colorado
$48.7K
NC
819
NewSquare Capital
Pennsylvania
$45.9K
MCM
820
MV Capital Management
Maryland
$44.1K
RIL
821
Rothschild Investment LLC
Illinois
$42.4K
JSAM
822
J. Safra Asset Management
New York
$39.4K
TCOT
823
Trust Company of Toledo
Ohio
$38.6K
ADL
824
Asset Dedication LLC
California
$38.3K
CT
825
Clearstead Trust
Maine
$34.8K