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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
826
Coerente Capital Management
Ontario, Canada
$277K
AWM
827
Angeles Wealth Management
California
$276K
RA
828
Riverstone Advisors
Texas
$276K
NRW
829
Nova R Wealth
Kansas
$276K
KRW
830
Kaufman Rossin Wealth
Florida
$274K
LFAS
831
Level Four Advisory Services
Texas
$273K
OL
832
Optas LLC
Texas
$272K
IBOK
833
Independence Bank of Kentucky
Kentucky
$271K
HW
834
Hamilton Wealth
California
$266K
SC
835
Syon Capital
California
$264K
HCM
836
Howard Capital Management
Georgia
$261K
HNWAG
837
High Net Worth Advisory Group
Florida
$259K
AC
838
Apella Capital
Connecticut
$257K
PWA
839
Pitcairn Wealth Advisors
Pennsylvania
$254K
TWM
840
Trueblood Wealth Management
Ohio
$253K
CNB
841
Camden National Bank
Maine
$253K
SAM
842
Seelaus Asset Management
New Jersey
$251K
WCP
843
Wick Capital Partners
Pennsylvania
$250K
NRC
844
New Republic Capital
North Carolina
$250K
FI
845
Financial Insights
Washington
$250K
AI
846
Accredited Investors
Minnesota
$250K
EWA
847
EP Wealth Advisors
California
$247K
WIC
848
Woodmont Investment Counsel
Tennessee
$247K
RCA
849
Resonant Capital Advisors
Wisconsin
$247K
OWA
850
One Wealth Advisors
California
$245K