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
DJSG
826
D.J. St. Germain
Massachusetts
$85.7K
RIL
827
Rothschild Investment LLC
Illinois
$83.6K
NRG
828
Nemes Rush Group
Michigan
$83K
BTI
829
Blue Trust Inc
Georgia
$82.1K
TFA
830
Transamerica Financial Advisors
Florida
$80.5K
HC
831
Hara Capital
Washington
$77.9K
PAM
832
Paradigm Asset Management
New York
$75.6K
WWA
833
Wealth Watch Advisors
Colorado
$74.5K
PFBT
834
Parkside Financial Bank & Trust
Missouri
$73.9K
ZBNA
835
Zions Bancorporation, National Association
Utah
$70.1K
AWM
836
AllSquare Wealth Management
New York
$68.8K
SS
837
SBI Securities
Japan
$66.9K
SGK
838
Steigerwald Gordon & Koch
Virginia
$66.5K
BGAI
839
Bruce G. Allen Investments
Colorado
$63.1K
CB
840
Community Bank
New York
$61.4K
GWSG
841
GPS Wealth Strategies Group
Colorado
$59.6K
MCM
842
MV Capital Management
Maryland
$56K
SSG
843
Summit Securities Group
New York
$55.5K
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.4K
CWP
845
Concord Wealth Partners
Virginia
$49.2K
HWM
846
Hemington Wealth Management
Virginia
$49K
HFS
847
Hantz Financial Services
Michigan
$46K
CIAM
848
Caitong International Asset Management
Hong Kong
$46K
MCM
849
Manchester Capital Management
Vermont
$44.6K
TCOT
850
Trust Company of Toledo
Ohio
$44.4K