1,139 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 229 funds opening new positions, 405 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: 405 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.28% more ownership

Funds ownership: 93.15%94.43% (+1.3%)

Holders
1,139
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
BTI
926
Blue Trust Inc
Georgia
$121K
OL
927
OneFund LLC
Florida
$118K
LI
928
LRI Investments
Florida
$118K
PWPS
929
Pinnacle Wealth Planning Services
Ohio
$113K
TFA
930
Transamerica Financial Advisors
Florida
$112K
WWA
931
Wealth Watch Advisors
Colorado
$112K
HFS
932
Hantz Financial Services
Michigan
$109K
QC
933
Quent Capital
New York
$107K
Group One Trading
934
Group One Trading
Illinois
$106K
WPA
935
Wealth Preservation Advisors
Tennessee
$105K
ZBNA
936
Zions Bancorporation, National Association
Utah
$104K
BFPW
937
BOK Financial Private Wealth
Colorado
$104K
AF
938
Abound Financial
California
$103K
AUB
939
Atlantic Union Bankshares
Virginia
$102K
DJSG
940
D.J. St. Germain
Massachusetts
$102K
PTC
941
Private Trust Company
Ohio
$97.6K
PFBT
942
Parkside Financial Bank & Trust
Missouri
$97.4K
SIM
943
Sentry Investment Management
Wisconsin
$96K
JWA
944
JFS Wealth Advisors
Pennsylvania
$94.6K
PAM
945
Paradigm Asset Management
New York
$89.7K
TWC
946
TD Waterhouse Canada
Ontario, Canada
$80.3K
NRG
947
Nemes Rush Group
Michigan
$78.9K
SGK
948
Steigerwald Gordon & Koch
Virginia
$78.9K
CSPIA
949
Cary Street Partners Investment Advisory
Virginia
$77.3K
HC
950
Hara Capital
Washington
$76.6K