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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
926
Pineridge Advisors
Missouri
$3.17K +$3.17K +18 New
AW
927
Avion Wealth
Texas
$3K – – –
TFM
928
TFC Financial Management
Massachusetts
$3K – – –
TCOV
929
Trust Company of Vermont
Vermont
$3K – – –
WA
930
WPG Advisers
Maryland
$2.82K -$3.7K -21 -57%
BCWM
931
Bartlett & Co Wealth Management
Ohio
$2.82K +$176 +1 +7%
DPW
932
DiNuzzo Private Wealth
Pennsylvania
$2.65K -$529 -3 -17%
PB
933
Pinnacle Bancorp
Nebraska
$2.65K +$1.06K +6 +67%
CSC
934
Caldwell Sutter Capital
California
$2.12K – – –
DWM
935
Dogwood Wealth Management
Kansas
$2.12K +$2.12K +12 New
HFS
936
Hughes Financial Services
Virginia
$2.06K +$2.06K +12 New
IRC
937
Investors Research Corp
Georgia
$1.94K – – –
RPA
938
Redwood Park Advisors
California
$1.76K – – –
JFA
939
JNBA Financial Advisors
Minnesota
$1.76K – – –
CIAS
940
CBIZ Investment Advisory Services
Ohio
$1.76K – – –
MHR
941
Matthew Hamilton Rosenberg
$1.76K +$1.76K +10 New
AWM
942
Activest Wealth Management
Florida
$1.59K -$22.2K -126 -93%
HWP
943
Highline Wealth Partners
California
$1.59K +$1.59K +9 New
HNW
944
High Note Wealth
Minnesota
$1.59K +$1.59K +9 New
PWA
945
Principia Wealth Advisory
Texas
$1.57K +$1.1K +7 +233%
KFI
946
Key Financial Inc
Pennsylvania
$1.41K +$881 +5 +167%
SFG
947
Stonebridge Financial Group
Pennsylvania
$1.41K +$1.41K +8 New
WCM
948
WealthTrak Capital Management
Virginia
$1.24K +$529 +3 +75%
GBT
949
Grove Bank & Trust
Florida
$1.23K – – –
FNWA
950
Financial Network Wealth Advisors
Utah
$1.23K +$1.23K +7 New
36 37
38
39 40