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IQVIA
IQV

979 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $460M | Put options by funds: $262M

32% more repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 324

6.03% more ownership

Funds ownership: 87.62% → 93.65% (+6%)

2% less first-time investments, than exits

New positions opened: 123 | Existing positions closed: 126

1% less funds holding

Funds holding: 990 → 979 (-11)

6% less capital invested

Capital invested by funds: $27.2B → $25.5B (-$1.62B)

17% less funds holding in top 10

Funds holding in top 10: 12 → 10 (-2)

Holders
979
Holders Change
-11
Holders Change %
-1.11%
% of All Funds
12.89%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
427
Reduced
324
Closed
126
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$493M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$298M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$132M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$112M
5
Squarepoint
Squarepoint
New York
+$103M

Top Sellers

Rank Fund Capital Flow
1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$241M
2
Morgan Stanley
Morgan Stanley
New York
-$144M
3
BlackRock
BlackRock
New York
-$93.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$81.5M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
926
Coston McIsaac & Partners
Maine
$4K – – –
WCM
927
WealthTrak Capital Management
Virginia
$3.94K +$2.71K +18 +257%
HNB
928
Hilltop National Bank
Wyoming
$3.94K +$3.76K +25 New
HWA
929
HHM Wealth Advisors
Tennessee
$3.63K – – –
RF
930
Robinswood Financial
Washington
$3.62K – – –
FG
931
Fairman Group
Pennsylvania
$3.47K – – –
S
932
Sachetta
Massachusetts
$3.31K +$3.16K +21 New
RBC
933
Roble Belko & Company
Pennsylvania
$3K – – –
AWM
934
Abound Wealth Management
Tennessee
$2.84K – – –
PA
935
Pineridge Advisors
Missouri
$2.84K – – –
SIS
936
Sound Income Strategies
Florida
$2.84K +$2.11K +14 +350%
TFM
937
TFC Financial Management
Massachusetts
$2.68K – – –
TCOV
938
Trust Company of Vermont
Vermont
$2.68K – – –
RWML
939
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.68K – – –
AWM
940
Activest Wealth Management
Florida
$2.68K +$1.2K +8 +89%
WA
941
WPG Advisers
Maryland
$2.52K – – –
PWA
942
Principia Wealth Advisory
Texas
$2.52K +$903 +6 +60%
IWM
943
IMG Wealth Management
Florida
$2.52K +$2.41K +16 New
DF
944
Dunhill Financial
United Kingdom
$2.37K -$2.41K -16 -52%
BCWM
945
Bartlett & Co Wealth Management
Ohio
$2.36K -$151 -1 -6%
PB
946
Pinnacle Bancorp
Nebraska
$2.36K – – –
HNW
947
High Note Wealth
Minnesota
$2.21K +$753 +5 +56%
OAJ
948
Ogorek Anthony Joseph
New York
$2K -$1.81K -12 -43%
RAM
949
Riggs Asset Management
Pennsylvania
$1.89K +$1.81K +12 New
CSC
950
Caldwell Sutter Capital
California
$1.89K – – –
36 37
38
39 40

IQV Hedge Fund Activity: Q2 2025 in Review

979 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q2 2025, worth a combined $25.5B — down 6% from $27.2B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of IQV and 123 opened new positions — a net loss of 3 holders — while 324 trimmed existing stakes and 427 added.

The largest buyer was Artisan Partners, opening a new position worth an estimated $493M. The largest seller was Mitsubishi UFJ Asset Management, cutting an estimated $241M.

  • 979 institutional investors held IQVIA (IQV) as of Q2 2025, down from 990 in Q1 2025.
  • Funds reported $25.5B of IQVIA stock for Q2 2025, down 6% quarter-over-quarter.
  • 123 funds opened new IQVIA positions in Q2 2025 and 126 closed out, a net change of -3 holders.
  • The largest IQVIA buyer in Q2 2025 was Artisan Partners, an estimated $493M added.
  • The largest IQVIA seller in Q2 2025 was Mitsubishi UFJ Asset Management, an estimated $241M sold.

Based on aggregated 13F filings for Q2 2025.