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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BLC
876
Brown, Lisle/Cummings
Rhode Island
$25.8K
CPG
877
Cornerstone Planning Group
New Jersey
$25.5K +$364 +2 +2%
AF
878
Advisornet Financial
Minnesota
$24.1K +$182 +1 +0.8%
MG
879
Mather Group
Illinois
$23.4K +$22.4K +123 New
FMII
880
Farmers & Merchants Investments Inc
Nebraska
$23.2K
AAS
881
Ameritas Advisory Services
Nebraska
$23K -$2.36K -13 -10%
Q1WB
882
Quest 10 Wealth Builders
Virginia
$22.8K
GWSA
883
Global Wealth Strategies & Associates
Colorado
$22.4K
BWL
884
Bogart Wealth LLC
Virginia
$22.4K +$7.82K +43 +57%
AF
885
Alerus Financial
North Dakota
$21.8K -$14K -77 -40%
CT
886
Colonial Trust
South Carolina
$20.7K
SC
887
Steph & Co
Wisconsin
$19.9K +$19.1K +105 New
CT
888
Caldwell Trust
Florida
$19.4K
CI
889
Clal Insurance
Israel
$19K -$19.3K -106 -52%
CAM
890
Costello Asset Management
Pennsylvania
$19K
DSC
891
Duncker Streett & Co
Missouri
$19K
SA
892
Strategic Advocates
Utah
$19K +$18.2K +100 New
CNBTD
893
Citizens National Bank Trust Department
Mississippi
$18.1K +$5.82K +32 +47%
IW
894
Imprint Wealth
South Carolina
$16K +$15.3K +84 New
FWM
895
FSA Wealth Management
Massachusetts
$15.4K
VWM
896
Vermillion Wealth Management
Minnesota
$14.8K
CIAS
897
CBIZ Investment Advisory Services
Ohio
$14.2K +$1.64K +9 +14%
ADL
898
Asset Dedication LLC
California
$13.7K -$31.1K -171 -70%
SL
899
Salomon & Ludwin
Virginia
$13.6K +$6.18K +34 +106%
RTL
900
Red Tortoise LLC
Georgia
$13.1K