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
FMP
901
Financial Management Professionals
Texas
$10.8K
PWMG
902
Private Wealth Management Group
New Jersey
$10.4K
BIA
903
Bell Investment Advisors
California
$10.3K
AW
904
Avion Wealth
Texas
$10K
FFA
905
Frazier Financial Advisors
Ohio
$9.5K
BCM
906
Boreal Capital Management
Florida
$9.5K
RA
907
Rational Advisors
New York
$9.31K
MCA
908
Midwest Capital Advisors
Michigan
$9.31K
KFP
909
Kerr Financial Planning
California
$9.11K
T
910
Transce3nd
Texas
$9.05K
BCWM
911
Bartlett & Co Wealth Management
Ohio
$8.93K
MNA
912
Manning & Napier Advisors
New York
$8.93K
CFB
913
Cullen/Frost Bankers
Texas
$8.74K
MAM
914
Meeder Asset Management
Ohio
$8.55K
GSWM
915
Golden State Wealth Management
California
$8.36K
PE
916
Point72 Europe
United Kingdom
$8.15K
CAL
917
Capital Analysts LLC
Pennsylvania
$8K
CAL
918
Capital Advisors Ltd
Ohio
$8K
OAJ
919
Ogorek Anthony Joseph
New York
$8K
MSWA
920
Marshall & Sterling Wealth Advisors
New York
$7.98K
NWM
921
Nova Wealth Management
Florida
$7.98K
PC
922
Pier Capital
Connecticut
$7.98K
KG
923
Kilter Group
New York
$7.41K
TIM
924
Tortoise Investment Management
New York
$7.22K
SC
925
SouthState Corp
Florida
$7.03K