985 hedge funds and large institutions have $29.9B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 388 increasing their positions, 338 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 338

2% more funds holding

Funds holding: 970985 (+15)

0.75% less ownership

Funds ownership: 93.53%92.78% (-0.75%)

Holders
985
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
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
CNBTD
876
Citizens National Bank Trust Department
Mississippi
$18.1K
IW
877
Imprint Wealth
South Carolina
$16K
FWM
878
FSA Wealth Management
Massachusetts
$15.4K
VWM
879
Vermillion Wealth Management
Minnesota
$14.8K
CIAS
880
CBIZ Investment Advisory Services
Ohio
$14.2K
ADL
881
Asset Dedication LLC
California
$13.7K
SL
882
Salomon & Ludwin
Virginia
$13.6K
RTL
883
Red Tortoise LLC
Georgia
$13.1K
OP
884
ORG Partners
Indiana
$12.5K
ME
885
McIlrath & Eck
Washington
$12.3K
DWM
886
Dogwood Wealth Management
Kansas
$12.3K
MPW
887
MASECO Private Wealth
$11.4K
FMP
888
Financial Management Professionals
Texas
$10.8K
PWMG
889
Private Wealth Management Group
New Jersey
$10.4K
BIA
890
Bell Investment Advisors
California
$10.3K
AW
891
Avion Wealth
Texas
$10K
FFA
892
Frazier Financial Advisors
Ohio
$9.5K
RA
893
Rational Advisors
New York
$9.31K
MCA
894
Midwest Capital Advisors
Michigan
$9.31K
KFPC
895
KERR FINANCIAL PLANNING Corp
California
$9.11K
T
896
Transce3nd
Texas
$9.05K
BCWM
897
Bartlett & Co Wealth Management
Ohio
$8.93K
MNA
898
Manning & Napier Advisors
New York
$8.93K
CFB
899
Cullen/Frost Bankers
Texas
$8.74K
MAM
900
Meeder Asset Management
Ohio
$8.55K