IQV icon

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 %
CAC
951
Core Alternative Capital
Georgia
$630 – – –
RFS
952
Richardson Financial Services
Massachusetts
$630 – – –
KFI
953
Key Financial Inc
Pennsylvania
$473 -$788 -5 -63%
KB
954
Kimelman & Baird
New York
$473 – – –
TCM
955
Tradewinds Capital Management
Washington
$473 – – –
PWM
956
Parkworth Wealth Management
California
$473 – – –
ACA
957
American Capital Advisory
Idaho
$473 +$158 +1 +50%
HIA
958
HFM Investment Advisors
New Jersey
$473 +$158 +1 +50%
RWM
959
Rialto Wealth Management
New York
$473 +$473 +3 New
VWA
960
Valued Wealth Advisors
Utah
$316 – – –
SFCL
961
Strengthening Families & Communities LLC
Massachusetts
$315 – – –
TIM
962
Total Investment Management
Arizona
$315 +$315 +2 New
VFM
963
Vision Financial Markets
Connecticut
$158 – – –
SWA
964
SOA Wealth Advisors
New York
$158 – – –
Holocene Advisors
965
Holocene Advisors
New York
– -$78.9M -447,481 Closed
HRCM
966
Hawk Ridge Capital Management
California
– -$77.1M -437,302 Closed
SCA
967
Southpoint Capital Advisors
New York
– -$52.9M -300,000 Closed
CC
968
Criteria Caixa
Spain
– -$45.9M -260,633 Closed
JCM
969
Junto Capital Management
New York
– -$35.3M -200,213 Closed
SCM
970
Snyder Capital Management
California
– -$27.7M -157,353 Closed
PHS
971
PFM Health Sciences
California
– -$19.7M -111,854 Closed
TI
972
Trexquant Investment
Connecticut
– -$18.8M -106,556 Closed
LCP
973
LGT Capital Partners
Switzerland
– -$18.7M -105,800 Closed
SFM
974
Stack Financial Management
Montana
– -$15.7M -89,005 Closed
Tudor Investment Corp
975
Tudor Investment Corp
Connecticut
– -$13.3M -75,187 Closed
37 38
39
40 41