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IQVIA
IQV

Overview Fund Activity

964 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, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$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 		Shares
Change %
GKIM
826
GW&K Investment Management
Massachusetts
$34K +$24.9K +157 +275%
CI
827
Clal Insurance
Israel
$32K +$6.75K +43 +27%
AF
828
Alerus Financial
North Dakota
$30.3K +$30.3K +192 New
PPC
829
Park Place Capital
Alabama
$29.8K +$4.07K +25 +16%
DMBA
830
Deseret Mutual Benefit Administrators
Utah
$28.4K – – –
HWM
831
Hemington Wealth Management
Virginia
$28K -$6.31K -41 -18%
ANBT
832
American National Bank & Trust
Texas
$25.8K +$2.99K +19 +13%
CFD
833
Creative Financial Designs
Indiana
$24.7K -$2.36K -15 -9%
ABWM
834
Alpine Bank Wealth Management
Colorado
$24.1K +$7.25K +46 +43%
CTA
835
Colonial Trust Advisors
South Carolina
$23.6K -$47.3K -300 -67%
SN
836
Sittner & Nelson
Oregon
$23.6K +$23.6K +150 New
MCM
837
Manchester Capital Management
Vermont
$23.2K +$630 +4 +3%
SWIG
838
Strategic Wealth Investment Group
Kentucky
$22.5K +$22.5K +143 New
BGA
839
Battery Global Advisors
Massachusetts
$22.2K – – –
TPCW
840
TD Private Client Wealth
New York
$21.4K -$53.6K -340 -71%
RA
841
Rise Advisors
New York
$21.4K – – –
BLC
842
Brown, Lisle/Cummings
Rhode Island
$21.4K – – –
CPG
843
Cornerstone Planning Group
New Jersey
$21.3K -$2.76K -15 -11%
AAS
844
Ameritas Advisory Services
Nebraska
$21.1K +$21.1K +134 New
HI
845
Harbour Investments
Wisconsin
$20.3K +$1.42K +9 +8%
HFS
846
Hantz Financial Services
Michigan
$20K +$13.8K +86 +221%
AF
847
Advisornet Financial
Minnesota
$19.9K +$630 +4 +3%
FMII
848
Farmers & Merchants Investments Inc
Nebraska
$19.2K -$473 -3 -2%
GWSA
849
Global Wealth Strategies & Associates
Colorado
$18.6K – – –
SSG
850
Summit Securities Group
New York
$17.5K +$17.5K +111 New
32 33
34
35 36