1,001 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 397 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
801
BOK Financial Private Wealth
Colorado
$167K
AFWM
802
Abich Financial Wealth Management
Virginia
$163K
WPWM
803
Western Pacific Wealth Management
Illinois
$160K
UB
804
UMB Bank
Missouri
$142K
SWM
805
Spire Wealth Management
Virginia
$141K
OC
806
Oakworth Capital
Alabama
$136K
JWA
807
JFS Wealth Advisors
Pennsylvania
$127K
A
808
AlphaQuest
New York
$126K
CFO
809
CVA Family Office
Colorado
$124K
TWD
810
True Wealth Design
Ohio
$124K
BHWM
811
Bay Harbor Wealth Management
Maryland
$124K
WWM
812
Wolff Wiese Magana
California
$115K
CH
813
Cromwell Holdings
Wyoming
$109K
Kayne Anderson Rudnick Investment Management
814
Kayne Anderson Rudnick Investment Management
California
$106K
LI
815
LRI Investments
Florida
$103K
PTC
816
Private Trust Company
Ohio
$101K
LSA
817
Leonteq Securities AG
Switzerland
$99.5K
AA
818
Ancora Advisors
Ohio
$99K
SIC
819
Salem Investment Counselors
North Carolina
$95.7K
OL
820
OneFund LLC
Florida
$94.6K
WANY
821
Wealthspire Advisors (New York)
New York
$91.4K
C
822
Covestor
United Kingdom
$90K
WPA
823
Wealth Preservation Advisors
Tennessee
$88.5K
QC
824
Quent Capital
New York
$86.4K
SIM
825
Sentry Investment Management
Wisconsin
$86K