1,001 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, 397 increasing their positions, 344 reducing their positions, and 106 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: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
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 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
876
Farmers & Merchants Investments Inc
Nebraska
$23.2K
AAS
877
Ameritas Advisory Services
Nebraska
$23K
Q1WB
878
Quest 10 Wealth Builders
Virginia
$22.8K
GWSA
879
Global Wealth Strategies & Associates
Colorado
$22.4K
BWL
880
Bogart Wealth LLC
Virginia
$22.4K
AF
881
Alerus Financial
North Dakota
$21.8K
CT
882
Colonial Trust
South Carolina
$20.7K
SC
883
Steph & Co
Wisconsin
$19.9K
CT
884
Caldwell Trust
Florida
$19.4K
CI
885
Clal Insurance
Israel
$19K
DSC
886
Duncker Streett & Co
Missouri
$19K
CAM
887
Costello Asset Management
Pennsylvania
$19K
SA
888
Strategic Advocates
Utah
$19K
CNBTD
889
Citizens National Bank Trust Department
Mississippi
$18.1K
IW
890
Imprint Wealth
South Carolina
$16K
FWM
891
FSA Wealth Management
Massachusetts
$15.4K
VWM
892
Vermillion Wealth Management
Minnesota
$14.8K
CIAS
893
CBIZ Investment Advisory Services
Ohio
$14.2K
ADL
894
Asset Dedication LLC
California
$13.7K
SL
895
Salomon & Ludwin
Virginia
$13.6K
RTL
896
Red Tortoise LLC
Georgia
$13.1K
OP
897
ORG Partners
Indiana
$12.5K
ME
898
McIlrath & Eck
Washington
$12.3K
DWM
899
Dogwood Wealth Management
Kansas
$12.3K
MPW
900
MASECO Private Wealth
$11.4K