1,001 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 397 increasing their positions, 344 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 funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
851
Root Financial Partners
California
$42.9K
TWC
852
TD Waterhouse Canada
Ontario, Canada
$42K
LFG
853
Larson Financial Group
Missouri
$42K
PWAM
854
Private Wealth Asset Management
Iowa
$41.4K
GKIM
855
GW&K Investment Management
Massachusetts
$41K
DMBA
856
Deseret Mutual Benefit Administrators
Utah
$39.9K
Twin Tree Management
857
Twin Tree Management
Texas
$38.7K
HPC
858
HM Payson & Co
Maine
$38K
AUB
859
Atlantic Union Bankshares
Virginia
$35.7K
PPC
860
Park Place Capital
Alabama
$34.8K
ANBT
861
American National Bank & Trust
Texas
$33K
CFD
862
Creative Financial Designs
Indiana
$30.2K
MWPCG
863
Measured Wealth Private Client Group
New Hampshire
$30K
WIM
864
Westside Investment Management
California
$30K
ABWM
865
Alpine Bank Wealth Management
Colorado
$29.1K
CTA
866
Colonial Trust Advisors
South Carolina
$28.5K
CT
867
Clearstead Trust
Maine
$28.3K
HI
868
Harbour Investments
Wisconsin
$27.9K
RA
869
Rise Advisors
New York
$27.5K
PWA
870
Physician Wealth Advisors
Utah
$27.4K
BGA
871
Battery Global Advisors
Massachusetts
$26.8K
BLC
872
Brown, Lisle/Cummings
Rhode Island
$25.8K
CPG
873
Cornerstone Planning Group
New Jersey
$25.5K
AF
874
Advisornet Financial
Minnesota
$24.1K
MG
875
Mather Group
Illinois
$23.4K