IQV icon

IQVIA
IQV

Overview Fund Activity

964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
901
Cullen/Frost Bankers
Texas
$4.73K -$5.67K -36 -55%
DAM
902
Delta Asset Management
Tennessee
$4.73K – – –
RWS
903
Retirement Wealth Solutions
Wisconsin
$4.73K +$1.1K +7 +30%
HFS
904
Hughes Financial Services
Virginia
$4.62K +$2.49K +14 +117%
SO
905
Sierra Ocean
California
$4.57K -$7.56K -48 -62%
CFS
906
Compass Financial Services
Iowa
$4.57K – – –
BIA
907
Bell Investment Advisors
California
$4.41K -$1.26K -8 -22%
DIP
908
DT Investment Partners
Pennsylvania
$4.41K – – –
PWMG
909
Prestige Wealth Management Group
New Jersey
$4.26K -$473 -3 -10%
AP
910
Aspect Partners
Virginia
$4.26K -$158 -1 -4%
AIC
911
Archer Investment Corporation
Indiana
$4.26K – – –
MFT
912
Moisand Fitzgerald Tamayo
Florida
$4.26K – – –
CMP
913
Coston McIsaac & Partners
Maine
$4K – – –
WCM
914
WealthTrak Capital Management
Virginia
$3.94K +$2.84K +18 +257%
HNB
915
Hilltop National Bank
Wyoming
$3.94K +$3.94K +25 New
HWA
916
HHM Wealth Advisors
Tennessee
$3.63K – – –
FG
917
Fairman Group
Pennsylvania
$3.47K – – –
S
918
Sachetta
Massachusetts
$3.31K +$3.31K +21 New
RBC
919
Roble Belko & Company
Pennsylvania
$3K – – –
PA
920
Pineridge Advisors
Missouri
$2.84K – – –
AWM
921
Abound Wealth Management
Tennessee
$2.84K – – –
SIS
922
Sound Income Strategies
Florida
$2.84K +$2.21K +14 +350%
TFM
923
TFC Financial Management
Massachusetts
$2.68K – – –
TCOV
924
Trust Company of Vermont
Vermont
$2.68K – – –
AWM
925
Activest Wealth Management
Florida
$2.68K +$1.26K +8 +89%
35 36
37
38 39