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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
TFIPS
801
Towarzystwo Funduszy Inwestycyjnych PZU SA
$179K
LS
802
Livforsakringsbolaget Skandia
Sweden
$177K
AIM
803
Anchor Investment Management
South Carolina
$171K
VCM
804
Versant Capital Management
Arizona
$171K +$9.64K +53 +6%
BFPW
805
BOK Financial Private Wealth
Colorado
$167K -$114K -626 -42%
AFWM
806
Abich Financial Wealth Management
Virginia
$163K +$156K +856 New
WPWM
807
Western Pacific Wealth Management
Illinois
$160K
UB
808
UMB Bank
Missouri
$142K +$13.5K +74 +11%
SWM
809
Spire Wealth Management
Virginia
$141K +$6.73K +37 +5%
OC
810
Oakworth Capital
Alabama
$136K +$45.8K +252 +54%
JWA
811
JFS Wealth Advisors
Pennsylvania
$127K +$109K +602 +899%
A
812
AlphaQuest
New York
$126K -$798K -4,388 -87%
CFO
813
CVA Family Office
Colorado
$124K +$12.4K +68 +12%
TWD
814
True Wealth Design
Ohio
$124K +$17.3K +95 +17%
BHWM
815
Bay Harbor Wealth Management
Maryland
$124K +$4.73K +26 +4%
WWM
816
Wolff Wiese Magana
California
$115K
CH
817
Cromwell Holdings
Wyoming
$109K +$34.9K +192 +50%
Kayne Anderson Rudnick Investment Management
818
Kayne Anderson Rudnick Investment Management
California
$106K -$727 -4 -0.7%
LI
819
LRI Investments
Florida
$103K -$47.3K -260 -1%
PTC
820
Private Trust Company
Ohio
$101K -$12.7K -70 -12%
LSA
821
Leonteq Securities AG
Switzerland
$99.5K -$217K -1,194 -69%
AA
822
Ancora Advisors
Ohio
$99K +$14.4K +79 +18%
SIC
823
Salem Investment Counselors
North Carolina
$95.7K -$19.6K -108 -18%
OL
824
OneFund LLC
Florida
$94.6K +$3.46K +19 +4%
WANY
825
Wealthspire Advisors (New York)
New York
$91.4K +$87.5K +481 New