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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
C
826
Covestor
United Kingdom
$90K +$4.91K +27 +6%
WPA
827
Wealth Preservation Advisors
Tennessee
$88.5K +$2.36K +13 +3%
QC
828
Quent Capital
New York
$86.4K +$82.7K +455 New
SIM
829
Sentry Investment Management
Wisconsin
$86K -$18K -99 -19%
DJSG
830
D.J. St. Germain
Massachusetts
$85.7K
RIL
831
Rothschild Investment LLC
Illinois
$83.6K +$31.1K +171 +64%
NRG
832
Nemes Rush Group
Michigan
$83K -$36.4K -200 -31%
BTI
833
Blue Trust Inc
Georgia
$82.1K -$10.7K -59 -12%
TFA
834
Transamerica Financial Advisors
Florida
$80.5K +$77.1K +424 New
HC
835
Hara Capital
Washington
$77.9K +$73.6K +405 +8,100%
PAM
836
Paradigm Asset Management
New York
$75.6K
WWA
837
Wealth Watch Advisors
Colorado
$74.5K +$71.3K +392 New
PFBT
838
Parkside Financial Bank & Trust
Missouri
$73.9K -$14.4K -79 -17%
ZBNA
839
Zions Bancorporation, National Association
Utah
$70.1K +$61.6K +339 +1,130%
AWM
840
AllSquare Wealth Management
New York
$68.8K +$9.09K +50 +16%
SS
841
SBI Securities
Japan
$66.9K +$5.82K +32 +10%
SGK
842
Steigerwald Gordon & Koch
Virginia
$66.5K +$63.6K +350 New
BGAI
843
Bruce G. Allen Investments
Colorado
$63.1K +$4.18K +23 +7%
CB
844
Community Bank
New York
$61.4K +$58.7K +323 New
GWSG
845
GPS Wealth Strategies Group
Colorado
$59.6K
MCM
846
MV Capital Management
Maryland
$56K +$2.73K +15 +5%
SSG
847
Summit Securities Group
New York
$55.5K +$32.9K +181 +163%
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.4K +$50.2K +276 New
CWP
849
Concord Wealth Partners
Virginia
$49.2K -$20.7K -114 -31%
HWM
850
Hemington Wealth Management
Virginia
$49K +$14.4K +79 +43%