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IQVIA
IQV

Overview Fund Activity

964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Twin Tree Management
851
Twin Tree Management
Texas
$17.3K +$17.3K +110 New
CT
852
Colonial Trust
South Carolina
$17.2K -$35.8K -227 -68%
DSC
853
Duncker Streett & Co
Missouri
$15.8K – – –
CAM
854
Costello Asset Management
Pennsylvania
$15.8K – – –
OW
855
Olistico Wealth
Oklahoma
$15.8K – – –
MAWAG
856
Mid-American Wealth Advisory Group
Missouri
$15K +$15K +95 New
Bank Julius Baer & Co
857
Bank Julius Baer & Co
Switzerland
$14.1K -$8.32M -53,009 -100%
ACM
858
Aster Capital Management
United Arab Emirates
$13.2K +$13.2K +84 New
FWM
859
FSA Wealth Management
Massachusetts
$12.8K – – –
VWM
860
Vermillion Wealth Management
Minnesota
$12.3K – – –
OLVIG
861
Oliver Lagore Vanvalin Investment Group
Michigan
$12K +$12K +68 New
BWL
862
Bogart Wealth LLC
Virginia
$11.8K +$630 +4 +6%
SAS
863
Spurstone Advisory Services
Connecticut
$11.8K +$11.8K +75 New
RA
864
Rational Advisors
New York
$11.3K +$11.3K +72 New
LFASL
865
Lugano Financial Advisors SA (LFA)
Switzerland
$11.2K +$11.2K +71 New
RTL
866
Red Tortoise LLC
Georgia
$10.9K +$315 +2 +3%
CNBTD
867
Citizens National Bank Trust Department
Mississippi
$10.7K – – –
JWA
868
JFS Wealth Advisors
Pennsylvania
$10.6K -$2.52K -16 -19%
CIAS
869
CBIZ Investment Advisory Services
Ohio
$10.4K +$8.83K +56 +560%
ME
870
McIlrath & Eck
Washington
$10.2K – – –
DWM
871
Dogwood Wealth Management
Kansas
$10K +$8.06K +49 +408%
SC
872
SouthState Corp
Florida
$9.93K +$473 +3 +5%
MAM
873
Meeder Asset Management
Ohio
$9.14K +$1.73K +11 +23%
AW
874
Avion Wealth
Texas
$9K +$6.56K +43 +269%
MSWA
875
Marshall & Sterling Wealth Advisors
New York
$8.83K +$8.83K +56 New
33 34
35
36 37