994 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, 393 increasing their positions, 342 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: $ → $

15% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 342

2% more funds holding

Funds holding: 973994 (+21)

0.76% less ownership

Funds ownership: 93.6%92.83% (-0.76%)

Holders
994
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
BTI
826
Blue Trust Inc
Georgia
$82.1K
TFA
827
Transamerica Financial Advisors
Florida
$80.5K
HC
828
Hara Capital
Washington
$77.9K
PAM
829
Paradigm Asset Management
New York
$75.6K
WWA
830
Wealth Watch Advisors
Colorado
$74.5K
PFBT
831
Parkside Financial Bank & Trust
Missouri
$73.9K
ZBNA
832
Zions Bancorporation, National Association
Utah
$70.1K
AWM
833
AllSquare Wealth Management
New York
$68.8K
SS
834
SBI Securities
Japan
$66.9K
SGK
835
Steigerwald Gordon & Koch
Virginia
$66.5K
BGAI
836
Bruce G. Allen Investments
Colorado
$63.1K
CB
837
Community Bank
New York
$61.4K
GWSG
838
GPS Wealth Strategies Group
Colorado
$59.6K
SSG
839
Summit Securities Group
New York
$55.5K
JFGIW
840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.4K
CWP
841
Concord Wealth Partners
Virginia
$49.2K
HWM
842
Hemington Wealth Management
Virginia
$49K
HFS
843
Hantz Financial Services
Michigan
$46K
CIAM
844
Caitong International Asset Management
Hong Kong
$46K
MCM
845
Manchester Capital Management
Vermont
$44.6K
TCOT
846
Trust Company of Toledo
Ohio
$44.4K
RFP
847
Root Financial Partners
California
$42.9K
TWC
848
TD Waterhouse Canada
Ontario, Canada
$42K
LFG
849
Larson Financial Group
Missouri
$42K
PWAM
850
Private Wealth Asset Management
Iowa
$41.4K