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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.2%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
851
Hantz Financial Services
Michigan
$46K +$20.9K +115 +92%
CIAM
852
Caitong International Asset Management
Hong Kong
$46K -$103K -565 -70%
MCM
853
Manchester Capital Management
Vermont
$44.6K +$16K +88 +60%
TCOT
854
Trust Company of Toledo
Ohio
$44.4K -$2K -11 -4%
RFP
855
Root Financial Partners
California
$42.9K +$41.1K +226 New
TWC
856
TD Waterhouse Canada
Ontario, Canada
$42K -$3.07M -16,903 -99%
LFG
857
Larson Financial Group
Missouri
$42K -$19.6K -108 -33%
PWAM
858
Private Wealth Asset Management
Iowa
$41.4K
GKIM
859
GW&K Investment Management
Massachusetts
$41K
DMBA
860
Deseret Mutual Benefit Administrators
Utah
$39.9K +$5.46K +30 +17%
Twin Tree Management
861
Twin Tree Management
Texas
$38.7K +$17.1K +94 +85%
HPC
862
HM Payson & Co
Maine
$38K
AUB
863
Atlantic Union Bankshares
Virginia
$35.7K +$34.2K +188 New
PPC
864
Park Place Capital
Alabama
$34.8K
ANBT
865
American National Bank & Trust
Texas
$33K +$1.82K +10 +6%
CFD
866
Creative Financial Designs
Indiana
$30.2K +$364 +2 +1%
MWPCG
867
Measured Wealth Private Client Group
New Hampshire
$30K +$28.7K +158 New
WIM
868
Westside Investment Management
California
$30K +$18.4K +101 +220%
ABWM
869
Alpine Bank Wealth Management
Colorado
$29.1K
CTA
870
Colonial Trust Advisors
South Carolina
$28.5K
CT
871
Clearstead Trust
Maine
$28.3K -$13.1K -72 -33%
HI
872
Harbour Investments
Wisconsin
$27.9K +$3.27K +18 +14%
RA
873
Rise Advisors
New York
$27.5K +$1.64K +9 +7%
PWA
874
Physician Wealth Advisors
Utah
$27.4K +$24.4K +134 +1,340%
BGA
875
Battery Global Advisors
Massachusetts
$26.8K