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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGA
851
Battery Global Advisors
Massachusetts
$24.9K – – –
BLC
852
Brown, Lisle/Cummings
Rhode Island
$24K -$2.65K -15 -10%
RA
853
Rise Advisors
New York
$24K +$1.59K +9 +7%
RTC
854
Riverview Trust Company
Washington
$22.4K -$1.41K -8 -6%
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$22K – – –
AF
856
Advisornet Financial
Minnesota
$21.5K +$15.9K +90 +281%
HI
857
Harbour Investments
Wisconsin
$21.2K +$5.11K +29 +32%
GWSA
858
Global Wealth Strategies & Associates
Colorado
$20.8K – – –
CPG
859
Cornerstone Planning Group
New Jersey
$19.3K +$11K +75 +134%
ABWM
860
Alpine Bank Wealth Management
Colorado
$18.9K +$18.9K +107 New
NC
861
NewSquare Capital
Pennsylvania
$18K +$14.8K +84 +467%
BCM
862
Blume Capital Management
California
$17.6K – – –
DSC
863
Duncker Streett & Co
Missouri
$17.6K – – –
OW
864
Olistico Wealth
Oklahoma
$17.6K – – –
Walleye Capital
865
Walleye Capital
New York
$17.6K +$17.6K +100 New
CAM
866
Costello Asset Management
Pennsylvania
$17.6K +$17.6K +100 New
Q1WB
867
Quest 10 Wealth Builders
Virginia
$15.7K +$5.29K +30 +51%
CSPIA
868
Cary Street Partners Investment Advisory
Virginia
$15.2K +$2.47K +14 +19%
JWA
869
JFS Wealth Advisors
Pennsylvania
$14.6K -$1.23K -7 -8%
JSAM
870
J. Safra Asset Management
New York
$14.3K -$15.7K -89 -52%
FWM
871
FSA Wealth Management
Massachusetts
$14.3K – – –
VWM
872
Vermillion Wealth Management
Minnesota
$13.8K -$4.58K -26 -25%
SO
873
Sierra Ocean
California
$13.6K +$7.76K +44 +133%
ADL
874
Asset Dedication LLC
California
$13.2K +$529 +3 +4%
AT
875
Avalon Trust
New Mexico
$12.7K +$12.7K +72 New
33 34
35
36 37