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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
BG
901
Bollard Group
Massachusetts
$205K
PCIA
902
Prime Capital Investment Advisors
Kansas
$204K
CI
903
Conning Inc
Connecticut
$204K
AIM
904
Anchor Investment Management
South Carolina
$203K
GF
905
Gabelli Funds
New York
$203K
VCM
906
Versant Capital Management
Arizona
$203K
SAM
907
Secure Asset Management
Michigan
$202K
MB
908
MidFirst Bank
Oklahoma
$201K
CSP
909
Cary Street Partners
Virginia
$191K
WPWM
910
Western Pacific Wealth Management
Illinois
$190K
UB
911
UMB Bank
Missouri
$189K
SWM
912
Spire Wealth Management
Virginia
$187K
OC
913
Oakworth Capital
Alabama
$186K
AA
914
AlphaCentric Advisors
Puerto Rico
$175K
CIP
915
Castlefield Investment Partners
$170K
TWD
916
True Wealth Design
Ohio
$168K
DCU
917
Dara Capital US
Florida
$166K
VCMGDR
918
Vinland Capital Management Gestora de Recursos
Brazil
$160K
CFO
919
CVA Family Office
Colorado
$149K
HI
920
Harbour Investments
Wisconsin
$147K
LS
921
Livforsakringsbolaget Skandia
Sweden
$143K
WWM
922
Wolff Wiese Magana
California
$136K
BHWM
923
Bay Harbor Wealth Management
Maryland
$135K
AA
924
Ancora Advisors
Ohio
$131K
CH
925
Cromwell Holdings
Wyoming
$130K