1,132 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 72 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:

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.25% more ownership

Funds ownership: 93.13%94.37% (+1.2%)

Holders
1,132
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
SAM
901
Secure Asset Management
Michigan
$202K
MB
902
MidFirst Bank
Oklahoma
$201K
CSP
903
Cary Street Partners
Virginia
$191K
WPWM
904
Western Pacific Wealth Management
Illinois
$190K
UB
905
UMB Bank
Missouri
$189K
SWM
906
Spire Wealth Management
Virginia
$187K
OC
907
Oakworth Capital
Alabama
$186K
AA
908
AlphaCentric Advisors
Puerto Rico
$175K
CIP
909
Castlefield Investment Partners
$170K
TWD
910
True Wealth Design
Ohio
$168K
DCU
911
Dara Capital US
Florida
$166K
VCMGDR
912
Vinland Capital Management Gestora de Recursos
Brazil
$160K
CFO
913
CVA Family Office
Colorado
$149K
HI
914
Harbour Investments
Wisconsin
$147K
LS
915
Livforsakringsbolaget Skandia
Sweden
$143K
WWM
916
Wolff Wiese Magana
California
$136K
BHWM
917
Bay Harbor Wealth Management
Maryland
$135K
AA
918
Ancora Advisors
Ohio
$131K
CH
919
Cromwell Holdings
Wyoming
$130K
Kayne Anderson Rudnick Investment Management
920
Kayne Anderson Rudnick Investment Management
California
$126K
BTI
921
Blue Trust Inc
Georgia
$121K
OL
922
OneFund LLC
Florida
$118K
LI
923
LRI Investments
Florida
$118K
PWPS
924
Pinnacle Wealth Planning Services
Ohio
$113K
TFA
925
Transamerica Financial Advisors
Florida
$112K