969 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 421 increasing their positions, 322 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$460M
Puts
$262M
Net Calls
Net Calls Change

Top Sellers

1 -$252M
2 -$151M
3 -$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
876
Dogwood Wealth Management
Kansas
$10K
SC
877
SouthState Corp
Florida
$9.93K
MAM
878
Meeder Asset Management
Ohio
$9.14K
AW
879
Avion Wealth
Texas
$9K
MSWA
880
Marshall & Sterling Wealth Advisors
New York
$8.82K
PWMG
881
Private Wealth Management Group
New Jersey
$8.67K
BCMLT
882
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.67K
TPWA
883
Twin Peaks Wealth Advisors
California
$8.55K
TC
884
Truvestments Capital
Florida
$8.51K
FFA
885
Frazier Financial Advisors
Ohio
$7.88K
BCM
886
Boreal Capital Management
Florida
$7.88K
FMP
887
Financial Management Professionals
Texas
$7.72K
MCA
888
Midwest Capital Advisors
Michigan
$7.72K
WIM
889
Westside Investment Management
California
$7.48K
WA
890
Whipplewood Advisors
Colorado
$7.09K
CAL
891
Capital Analysts LLC
Pennsylvania
$7K
WTFG
892
Wood Tarver Financial Group
Idaho
$7K
GSWM
893
Golden State Wealth Management
California
$6.93K
NWM
894
Nova Wealth Management
Florida
$6.62K
PC
895
Pier Capital
Connecticut
$6.62K
RS
896
Rakuten Securities
Japan
$6.62K
TIM
897
Tortoise Investment Management
New York
$5.67K
HHMI
898
Howard Hughes Medical Institute
Maryland
$5.67K
MCA
899
Maryland Capital Advisors
Maryland
$5.52K
OP
900
ORG Partners
Indiana
$5.36K