993 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, 391 increasing their positions, 343 reducing their positions, and 107 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: $ → $

14% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 343

2% more funds holding

Funds holding: 973993 (+20)

0.77% less ownership

Funds ownership: 93.6%92.83% (-0.77%)

Holders
993
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 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DMBA
851
Deseret Mutual Benefit Administrators
Utah
$39.9K
Twin Tree Management
852
Twin Tree Management
Texas
$38.7K
HPC
853
HM Payson & Co
Maine
$38K
AUB
854
Atlantic Union Bankshares
Virginia
$35.7K
PPC
855
Park Place Capital
Alabama
$34.8K
ANBT
856
American National Bank & Trust
Texas
$33K
CFD
857
Creative Financial Designs
Indiana
$30.2K
MWPCG
858
Measured Wealth Private Client Group
New Hampshire
$30K
WIM
859
Westside Investment Management
California
$30K
ABWM
860
Alpine Bank Wealth Management
Colorado
$29.1K
CTA
861
Colonial Trust Advisors
South Carolina
$28.5K
CT
862
Clearstead Trust
Maine
$28.3K
HI
863
Harbour Investments
Wisconsin
$27.9K
RA
864
Rise Advisors
New York
$27.5K
PWA
865
Physician Wealth Advisors
Utah
$27.4K
BGA
866
Battery Global Advisors
Massachusetts
$26.8K
BLC
867
Brown, Lisle/Cummings
Rhode Island
$25.8K
CPG
868
Cornerstone Planning Group
New Jersey
$25.5K
AF
869
Advisornet Financial
Minnesota
$24.1K
MG
870
Mather Group
Illinois
$23.4K
FMII
871
Farmers & Merchants Investments Inc
Nebraska
$23.2K
AAS
872
Ameritas Advisory Services
Nebraska
$23K
Q1WB
873
Quest 10 Wealth Builders
Virginia
$22.8K
GWSA
874
Global Wealth Strategies & Associates
Colorado
$22.4K
BWL
875
Bogart Wealth LLC
Virginia
$22.4K