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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
826
SBI Securities
Japan
$55.5K +$1.41K +8 +3%
GWSG
827
GPS Wealth Strategies Group
Colorado
$55.4K +$176 +1 +0.3%
BTI
828
Blue Trust Inc
Georgia
$52.7K +$2.82K +16 +6%
FFA
829
Farther Finance Advisors
California
$50.8K -$7.36K -43 -13%
CT
830
Clearstead Trust
Maine
$50.8K -$12.7K -72 -20%
QC
831
Quent Capital
New York
$49.5K +$9.34K +53 +23%
LFG
832
Larson Financial Group
Missouri
$48.5K +$25.4K +144 +110%
UB
833
UMB Bank
Missouri
$47.4K -$23.3K -132 -33%
MCM
834
MV Capital Management
Maryland
$46K -$1.76K -10 -4%
AAP
835
Arax Advisory Partners
Colorado
$44.6K -$34.2K -194 -43%
PBK
836
Peoples Bank (Kansas)
Kansas
$42.7K -$1.76K -10 -4%
CWP
837
Concord Wealth Partners
Virginia
$41.1K – – –
HWM
838
Hemington Wealth Management
Virginia
$39K +$4.37K +25 +13%
DJSG
839
D.J. St. Germain
Massachusetts
$33.7K +$13.4K +76 +66%
CFO
840
CVA Family Office
Colorado
$32.6K -$1.41K -8 -4%
AWM
841
AllSquare Wealth Management
New York
$32.6K +$32.6K +185 New
DMBA
842
Deseret Mutual Benefit Administrators
Utah
$31.7K – – –
SNB
843
Security National Bank
Nebraska
$31.4K – – –
AGWCA
844
Annis Gardner Whiting Capital Advisors
Florida
$31K -$355K -2,012 -92%
CFD
845
Creative Financial Designs
Indiana
$30.3K -$353 -2 -1%
CI
846
Clal Insurance
Israel
$28K +$22.8K +131 +437%
PPC
847
Park Place Capital
Alabama
$27.9K +$6.88K +39 +33%
RIL
848
Rothschild Investment LLC
Illinois
$25.6K +$4.23K +24 +20%
ANBT
849
American National Bank & Trust
Texas
$25.6K +$25.6K +145 New
MCM
850
Manchester Capital Management
Vermont
$25.2K -$3.88K -22 -13%
32 33
34
35 36