985 hedge funds and large institutions have $29.9B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 388 increasing their positions, 338 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 338

2% more funds holding

Funds holding: 970985 (+15)

0.75% less ownership

Funds ownership: 93.53%92.78% (-0.75%)

Holders
985
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
WIM
851
Westside Investment Management
California
$30K
ABWM
852
Alpine Bank Wealth Management
Colorado
$29.1K
CTA
853
Colonial Trust Advisors
South Carolina
$28.5K
CT
854
Clearstead Trust
Maine
$28.3K
HI
855
Harbour Investments
Wisconsin
$27.9K
RA
856
Rise Advisors
New York
$27.5K
PWA
857
Physician Wealth Advisors
Utah
$27.4K
BGA
858
Battery Global Advisors
Massachusetts
$26.8K
BLC
859
Brown, Lisle/Cummings
Rhode Island
$25.8K
CPG
860
Cornerstone Planning Group
New Jersey
$25.5K
AF
861
Advisornet Financial
Minnesota
$24.1K
MG
862
Mather Group
Illinois
$23.4K
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$23.2K
AAS
864
Ameritas Advisory Services
Nebraska
$23K
Q1WB
865
Quest 10 Wealth Builders
Virginia
$22.8K
GWSA
866
Global Wealth Strategies & Associates
Colorado
$22.4K
BWL
867
Bogart Wealth LLC
Virginia
$22.4K
AF
868
Alerus Financial
North Dakota
$21.8K
CT
869
Colonial Trust
South Carolina
$20.7K
SC
870
Steph & Co
Wisconsin
$19.9K
CT
871
Caldwell Trust
Florida
$19.4K
CI
872
Clal Insurance
Israel
$19K
DSC
873
Duncker Streett & Co
Missouri
$19K
CAM
874
Costello Asset Management
Pennsylvania
$19K
SA
875
Strategic Advocates
Utah
$19K