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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OP
901
ORG Partners
Indiana
$12.5K +$6K +33 +100%
ME
902
McIlrath & Eck
Washington
$12.3K
DWM
903
Dogwood Wealth Management
Kansas
$12.3K +$727 +4 +7%
MPW
904
MASECO Private Wealth
$11.4K +$10.9K +60 New
FMP
905
Financial Management Professionals
Texas
$10.8K +$1.46K +8 +16%
PWMG
906
Private Wealth Management Group
New Jersey
$10.4K
BIA
907
Bell Investment Advisors
California
$10.3K +$4.73K +26 +93%
AW
908
Avion Wealth
Texas
$10K -$546 -3 -5%
BCM
909
Boreal Capital Management
Florida
$9.5K
FFA
910
Frazier Financial Advisors
Ohio
$9.5K
RA
911
Rational Advisors
New York
$9.31K -$4.18K -23 -32%
MCA
912
Midwest Capital Advisors
Michigan
$9.31K
KFP
913
Kerr Financial Planning
California
$9.11K +$7.46K +41 New
T
914
Transce3nd
Texas
$9.05K -$464K -2,553 -98%
BCWM
915
Bartlett & Co Wealth Management
Ohio
$8.93K +$5.82K +32 +213%
MNA
916
Manning & Napier Advisors
New York
$8.93K +$8.55K +47 New
CFB
917
Cullen/Frost Bankers
Texas
$8.74K +$2.91K +16 +53%
MAM
918
Meeder Asset Management
Ohio
$8.55K -$2.36K -13 -22%
GSWM
919
Golden State Wealth Management
California
$8.36K
PE
920
Point72 Europe
United Kingdom
$8.15K +$7.82K +43 New
CAL
921
Capital Analysts LLC
Pennsylvania
$8K -$546 -3 -6%
CAL
922
Capital Advisors Ltd
Ohio
$8K +$1.09K +6 +18%
OAJ
923
Ogorek Anthony Joseph
New York
$8K +$5.09K +28 +175%
MSWA
924
Marshall & Sterling Wealth Advisors
New York
$7.98K -$2.55K -14 -25%
NWM
925
Nova Wealth Management
Florida
$7.98K