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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
901
Hantz Financial Services
Michigan
$7K -$30K -167 -81%
SIC
902
SJS Investment Consulting
Ohio
$6.88K +$176 +1 +3%
BIA
903
Bell Investment Advisors
California
$6.35K +$1.59K +9 +33%
CAL
904
Capital Advisors Ltd
Ohio
$6K -$3.19K -17 -35%
MIFH
905
Migdal Insurance & Financial Holdings
Israel
$6K +$6K +36 New
CWA
906
Carolina Wealth Advisors
South Carolina
$5.82K – – –
SL
907
Salomon & Ludwin
Virginia
$5.64K -$3.7K -21 -40%
DF
908
Dunhill Financial
United Kingdom
$5.48K -$707 -4 -11%
DAM
909
Delta Asset Management
Tennessee
$5.29K – – –
TIM
910
Tortoise Investment Management
New York
$5.29K – – –
PWMG
911
Prestige Wealth Management Group
New Jersey
$5.29K – – –
CFS
912
Compass Financial Services
Iowa
$5.11K – – –
CMP
913
Coston McIsaac & Partners
Maine
$5K – – –
DIP
914
DT Investment Partners
Pennsylvania
$4.94K – – –
AP
915
Aspect Partners
Virginia
$4.94K – – –
MFT
916
Moisand Fitzgerald Tamayo
Florida
$4.76K – – –
AIC
917
Archer Investment Corporation
Indiana
$4.76K +$4.76K +27 New
OP
918
ORG Partners
Indiana
$4.45K -$83.3K -487 -95%
FG
919
Fairman Group
Pennsylvania
$4.32K -$3.73K -19 -46%
HWA
920
HHM Wealth Advisors
Tennessee
$4.06K – – –
RWS
921
Retirement Wealth Solutions
Wisconsin
$4.06K +$4.06K +23 New
RBC
922
Roble Belko & Company
Pennsylvania
$4K – – –
OAJ
923
Ogorek Anthony Joseph
New York
$4K +$4K +28 New
CWC
924
Carolinas Wealth Consulting
North Carolina
$3.35K -$1.23K -7 -27%
AWM
925
Abound Wealth Management
Tennessee
$3.17K -$176 -1 -5%
35 36
37
38 39