993 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, 391 increasing their positions, 343 reducing their positions, and 107 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: $ → $

14% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 343

2% more funds holding

Funds holding: 973993 (+20)

0.77% less ownership

Funds ownership: 93.6%92.83% (-0.77%)

Holders
993
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 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
801
Western Pacific Wealth Management
Illinois
$160K
UB
802
UMB Bank
Missouri
$142K
SWM
803
Spire Wealth Management
Virginia
$141K
OC
804
Oakworth Capital
Alabama
$136K
JWA
805
JFS Wealth Advisors
Pennsylvania
$127K
A
806
AlphaQuest
New York
$126K
CFO
807
CVA Family Office
Colorado
$124K
TWD
808
True Wealth Design
Ohio
$124K
BHWM
809
Bay Harbor Wealth Management
Maryland
$124K
WWM
810
Wolff Wiese Magana
California
$115K
CH
811
Cromwell Holdings
Wyoming
$109K
Kayne Anderson Rudnick Investment Management
812
Kayne Anderson Rudnick Investment Management
California
$106K
LI
813
LRI Investments
Florida
$103K
PTC
814
Private Trust Company
Ohio
$101K
AA
815
Ancora Advisors
Ohio
$99K
SIC
816
Salem Investment Counselors
North Carolina
$95.7K
OL
817
OneFund LLC
Florida
$94.6K
WANY
818
Wealthspire Advisors (New York)
New York
$91.4K
C
819
Covestor
United Kingdom
$90K
WPA
820
Wealth Preservation Advisors
Tennessee
$88.5K
QC
821
Quent Capital
New York
$86.4K
SIM
822
Sentry Investment Management
Wisconsin
$86K
DJSG
823
D.J. St. Germain
Massachusetts
$85.7K
RIL
824
Rothschild Investment LLC
Illinois
$83.6K
NRG
825
Nemes Rush Group
Michigan
$83K