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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
DS
851
DRW Securities
Illinois
$244K
MWM
852
Modern Wealth Management
Kansas
$244K
CA
853
Cannon Advisors
North Carolina
$241K
AFAS
854
Acorn Financial Advisory Services
Virginia
$241K
CAM
855
Cidel Asset Management
Ontario, Canada
$237K
FNB
856
Farmers National Bank
Kentucky
$236K
PTP
857
Platform Technology Partners
New York
$236K
SBFM
858
S-Bank Fund Management
Finland
$236K
SIA
859
Soltis Investment Advisors
Utah
$233K
WC
860
Wexford Capital
Florida
$233K
CWP
861
Cyndeo Wealth Partners
Florida
$232K
MYIA
862
Mount Yale Investment Advisors
Colorado
$232K
BWP
863
BSW Wealth Partners
Colorado
$230K
MCWA
864
Meadow Creek Wealth Advisors
Georgia
$229K
DCM
865
DGS Capital Management
New Jersey
$227K
VAS
866
Vestmark Advisory Solutions
Massachusetts
$226K
KFA
867
Kelleher Financial Advisors
New York
$225K
WSFS
868
Wilmington Savings Fund Society
Delaware
$225K
BBP
869
Banco BTG Pactual
Brazil
$225K
LA
870
Lifeworks Advisors
Michigan
$225K
SOS
871
Silver Oak Securities
Tennessee
$224K
PW
872
Pandora Wealth
Illinois
$223K
PWM
873
Power Wealth Management
Georgia
$221K
TAM
874
Tocqueville Asset Management
New York
$220K
PFM
875
Patton Fund Management
Texas
$220K