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IQVIA
IQV

Overview Fund Activity

964 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, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
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
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
926
WPG Advisers
Maryland
$2.52K – – –
PWA
927
Principia Wealth Advisory
Texas
$2.52K +$945 +6 +60%
IWM
928
IMG Wealth Management
Florida
$2.52K +$2.52K +16 New
DF
929
Dunhill Financial
United Kingdom
$2.37K -$2.53K -16 -52%
BCWM
930
Bartlett & Co Wealth Management
Ohio
$2.36K -$158 -1 -6%
PB
931
Pinnacle Bancorp
Nebraska
$2.36K – – –
HNW
932
High Note Wealth
Minnesota
$2.21K +$788 +5 +56%
OAJ
933
Ogorek Anthony Joseph
New York
$2K -$1.5K -12 -43%
RAM
934
Riggs Asset Management
Pennsylvania
$1.89K +$1.89K +12 New
CSC
935
Caldwell Sutter Capital
California
$1.89K – – –
GBT
936
Grove Bank & Trust
Florida
$1.89K +$788 +5 +71%
DPW
937
DiNuzzo Private Wealth
Pennsylvania
$1.73K -$631 -4 -27%
JFA
938
JNBA Financial Advisors
Minnesota
$1.58K – – –
BFS
939
Bare Financial Services
Pennsylvania
$1.58K +$1.58K +10 New
PWA
940
Physician Wealth Advisors
Utah
$1.58K +$1.58K +10 New
HFS
941
Horizon Financial Services
North Carolina
$1.42K +$788 +5 +125%
SC
942
Stephens Consulting
Michigan
$1.26K +$1.26K +8 New
HIA
943
Harbor Investment Advisory
Maryland
$1.1K -$73.9K -469 -99%
FNWA
944
Financial Network Wealth Advisors
Utah
$1.1K – – –
WA
945
WestEnd Advisors
North Carolina
$1.1K +$158 +1 +17%
NL
946
NVWM LLC
Pennsylvania
$1.1K +$473 +3 +75%
TCA
947
Trifecta Capital Advisors
Illinois
$946 – – –
HC
948
Hara Capital
Washington
$788 – – –
TCM
949
TD Capital Management
Tennessee
$788 – – –
CAC
950
Core Alternative Capital
Georgia
$630 – – –
36 37
38
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