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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
876
Bogart Wealth LLC
Virginia
$12.5K -$4.41K -25 -26%
SCB
877
Saudi Central Bank
Saudi Arabia
$12.5K +$12.5K +71 New
CNBTD
878
Citizens National Bank Trust Department
Mississippi
$12K +$12K +68 New
RTL
879
Red Tortoise LLC
Georgia
$11.8K – – –
CFB
880
Cullen/Frost Bankers
Texas
$11.6K +$1.94K +11 +20%
ME
881
McIlrath & Eck
Washington
$11.5K – – –
SC
882
SouthState Corp
Florida
$10.6K +$5.64K +32 +114%
GKIM
883
GW&K Investment Management
Massachusetts
$10K -$1.23K -7 -11%
BCMLT
884
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.7K – – –
TC
885
Truvestments Capital
Florida
$9.52K -$1.06K -6 -10%
NWM
886
Nova Wealth Management
Florida
$9.17K +$9.17K +52 New
GFPC
887
Global Financial Private Client
Florida
$8.99K +$1.23K +7 +16%
FFA
888
Frazier Financial Advisors
Ohio
$8.82K – – –
WTFG
889
Wood Tarver Financial Group
Idaho
$8.82K – – –
FMP
890
Financial Management Professionals
Texas
$8.82K +$882 +5 +11%
CB
891
CNB Bank
Pennsylvania
$8.64K – – –
MCA
892
Midwest Capital Advisors
Michigan
$8.64K – – –
MAM
893
Meeder Asset Management
Ohio
$8.29K -$3.35K -19 -29%
CAL
894
Capital Analysts LLC
Pennsylvania
$8K – – –
RWM
895
Ruedi Wealth Management
Illinois
$7.93K – – –
WA
896
Whipplewood Advisors
Colorado
$7.93K +$7.82K +3,214 +7,142%
GSWM
897
Golden State Wealth Management
California
$7.76K – – –
PC
898
Pier Capital
Connecticut
$7.41K – – –
CJH
899
Christopher J. Hasenberg
Wisconsin
$7.36K – – –
CA
900
CoreCap Advisors
Michigan
$7.23K +$1.94K +11 +37%
34 35
36
37 38