993 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, 391 increasing their positions, 343 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: $ → $

14% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 343

2% more funds holding

Funds holding: 973993 (+20)

0.77% less ownership

Funds ownership: 93.6%92.83% (-0.77%)

Holders
993
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
AF
876
Alerus Financial
North Dakota
$21.8K
CT
877
Colonial Trust
South Carolina
$20.7K
SC
878
Steph & Co
Wisconsin
$19.9K
CT
879
Caldwell Trust
Florida
$19.4K
CI
880
Clal Insurance
Israel
$19K
CAM
881
Costello Asset Management
Pennsylvania
$19K
DSC
882
Duncker Streett & Co
Missouri
$19K
SA
883
Strategic Advocates
Utah
$19K
CNBTD
884
Citizens National Bank Trust Department
Mississippi
$18.1K
IW
885
Imprint Wealth
South Carolina
$16K
FWM
886
FSA Wealth Management
Massachusetts
$15.4K
VWM
887
Vermillion Wealth Management
Minnesota
$14.8K
CIAS
888
CBIZ Investment Advisory Services
Ohio
$14.2K
ADL
889
Asset Dedication LLC
California
$13.7K
SL
890
Salomon & Ludwin
Virginia
$13.6K
RTL
891
Red Tortoise LLC
Georgia
$13.1K
OP
892
ORG Partners
Indiana
$12.5K
ME
893
McIlrath & Eck
Washington
$12.3K
DWM
894
Dogwood Wealth Management
Kansas
$12.3K
MPW
895
MASECO Private Wealth
$11.4K
FMP
896
Financial Management Professionals
Texas
$10.8K
PWMG
897
Private Wealth Management Group
New Jersey
$10.4K
BIA
898
Bell Investment Advisors
California
$10.3K
AW
899
Avion Wealth
Texas
$10K
FFA
900
Frazier Financial Advisors
Ohio
$9.5K