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IQVIA
IQV

Overview Fund Activity

964 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, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$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 		Shares
Change %
PWMG
876
Private Wealth Management Group
New Jersey
$8.67K +$8.2K +52 +1,733%
BCMLT
877
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.67K – – –
TPWA
878
Twin Peaks Wealth Advisors
California
$8.55K +$8.55K +46 New
TC
879
Truvestments Capital
Florida
$8.51K – – –
FFA
880
Frazier Financial Advisors
Ohio
$7.88K – – –
BCM
881
Boreal Capital Management
Florida
$7.88K +$7.88K +50 New
FMP
882
Financial Management Professionals
Texas
$7.72K -$158 -1 -2%
MCA
883
Midwest Capital Advisors
Michigan
$7.72K – – –
WIM
884
Westside Investment Management
California
$7.48K +$7.48K +46 New
WA
885
Whipplewood Advisors
Colorado
$7.09K -$507K -3,214 -99%
WTFG
886
Wood Tarver Financial Group
Idaho
$7K – – –
CAL
887
Capital Analysts LLC
Pennsylvania
$7K – – –
GSWM
888
Golden State Wealth Management
California
$6.93K – – –
NWM
889
Nova Wealth Management
Florida
$6.62K -$1.58K -10 -19%
PC
890
Pier Capital
Connecticut
$6.62K – – –
RS
891
Rakuten Securities
Japan
$6.62K +$6.62K +42 New
TIM
892
Tortoise Investment Management
New York
$5.67K +$945 +6 +20%
HHMI
893
Howard Hughes Medical Institute
Maryland
$5.67K +$5.67K +36 New
MCA
894
Maryland Capital Advisors
Maryland
$5.52K +$5.52K +35 New
OP
895
ORG Partners
Indiana
$5.36K +$1.14K +7 +27%
SL
896
Salomon & Ludwin
Virginia
$5.27K – – –
KG
897
Kilter Group
New York
$5.2K +$5.2K +33 New
CWA
898
Carolina Wealth Advisors
South Carolina
$5.2K – – –
CAL
899
Capital Advisors Ltd
Ohio
$5K +$294 +2 +6%
ZBNA
900
Zions Bancorporation, National Association
Utah
$4.73K -$61.1K -388 -93%
34 35
36
37 38