994 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 393 increasing their positions, 342 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 342

2% more funds holding

Funds holding: 973994 (+21)

0.76% less ownership

Funds ownership: 93.6%92.83% (-0.76%)

Holders
994
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
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
BWL
876
Bogart Wealth LLC
Virginia
$22.4K
AF
877
Alerus Financial
North Dakota
$21.8K
CT
878
Colonial Trust
South Carolina
$20.7K
SC
879
Steph & Co
Wisconsin
$19.9K
CT
880
Caldwell Trust
Florida
$19.4K
CI
881
Clal Insurance
Israel
$19K
DSC
882
Duncker Streett & Co
Missouri
$19K
CAM
883
Costello Asset Management
Pennsylvania
$19K
SA
884
Strategic Advocates
Utah
$19K
CNBTD
885
Citizens National Bank Trust Department
Mississippi
$18.1K
IW
886
Imprint Wealth
South Carolina
$16K
FWM
887
FSA Wealth Management
Massachusetts
$15.4K
VWM
888
Vermillion Wealth Management
Minnesota
$14.8K
CIAS
889
CBIZ Investment Advisory Services
Ohio
$14.2K
ADL
890
Asset Dedication LLC
California
$13.7K
SL
891
Salomon & Ludwin
Virginia
$13.6K
RTL
892
Red Tortoise LLC
Georgia
$13.1K
OP
893
ORG Partners
Indiana
$12.5K
ME
894
McIlrath & Eck
Washington
$12.3K
DWM
895
Dogwood Wealth Management
Kansas
$12.3K
MPW
896
MASECO Private Wealth
$11.4K
FMP
897
Financial Management Professionals
Texas
$10.8K
PWMG
898
Private Wealth Management Group
New Jersey
$10.4K
BIA
899
Bell Investment Advisors
California
$10.3K
AW
900
Avion Wealth
Texas
$10K