1,122 hedge funds and large institutions have $36.1B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 400 increasing their positions, 364 reducing their positions, and 74 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:

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.02% more ownership

Funds ownership: 93.14%94.16% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 364

Holders
1,122
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
CWP
851
Cyndeo Wealth Partners
Florida
$232K
BWP
852
BSW Wealth Partners
Colorado
$230K
MCWA
853
Meadow Creek Wealth Advisors
Georgia
$229K
DCM
854
DGS Capital Management
New Jersey
$227K
VAS
855
Vestmark Advisory Solutions
Massachusetts
$226K
WSFS
856
Wilmington Savings Fund Society
Delaware
$225K
KFA
857
Kelleher Financial Advisors
New York
$225K
BBP
858
Banco BTG Pactual
Brazil
$225K
LA
859
Lifeworks Advisors
Michigan
$225K
SOS
860
Silver Oak Securities
Tennessee
$224K
PW
861
Pandora Wealth
Illinois
$223K
PWM
862
Power Wealth Management
Georgia
$221K
TAM
863
Tocqueville Asset Management
New York
$220K
PFM
864
Patton Fund Management
Texas
$220K
OR
865
Olympiad Research
Connecticut
$220K
TWM
866
Thrive Wealth Management
Pennsylvania
$218K
FMLI
867
Fukoku Mutual Life Insurance
Japan
$218K
DE
868
Diversified Enterprises
Delaware
$218K
WS
869
Wedbush Securities
California
$217K
FHC
870
First Horizon Corporation
Tennessee
$216K
CCA
871
Childress Capital Advisors
Texas
$216K
Koshinski Asset Management
872
Koshinski Asset Management
Illinois
$216K
CIM
873
CIM Investment Management
Pennsylvania
$215K
CW
874
CreativeOne Wealth
Kansas
$214K
BAAM
875
Baker Avenue Asset Management
California
$213K