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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 %
TCA
951
Trifecta Capital Advisors
Illinois
$1.06K – – –
WA
952
WestEnd Advisors
North Carolina
$1.06K +$705 +4 +200%
JAM
953
JCIC Asset Management
Ontario, Canada
$1.06K +$1.06K +6 New
PMAM
954
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
WW
955
Winnow Wealth
Texas
$892 +$297 +2 +50%
HC
956
Hara Capital
Washington
$882 -$882 -5 -50%
CAWM
957
Capital A Wealth Management
Pennsylvania
$882 -$529 -3 -38%
TCM
958
TD Capital Management
Tennessee
$882 – – –
HFS
959
Horizon Financial Services
North Carolina
$705 -$1.06K -6 -60%
NL
960
NVWM LLC
Pennsylvania
$705 -$353 -2 -33%
RFS
961
Richardson Financial Services
Massachusetts
$705 – – –
SIS
962
Sound Income Strategies
Florida
$705 – – –
CAC
963
Core Alternative Capital
Georgia
$705 – – –
HCM
964
Hollencrest Capital Management
California
$705 – – –
PWMG
965
Private Wealth Management Group
New Jersey
$529 -$1.94K -11 -79%
GA
966
GoalVest Advisory
New York
$529 -$529 -3 -50%
PWM
967
Parkworth Wealth Management
California
$529 – – –
KB
968
Kimelman & Baird
New York
$529 – – –
TCM
969
Tradewinds Capital Management
Washington
$529 – – –
VWA
970
Valued Wealth Advisors
Utah
$353 – – –
SFCL
971
Strengthening Families & Communities LLC
Massachusetts
$353 – – –
HIA
972
HFM Investment Advisors
New Jersey
$353 +$353 +2 New
SS
973
Sunbelt Securities
Texas
$353 +$353 +2 New
ACA
974
American Capital Advisory
Idaho
$353 +$353 +2 New
BMC
975
Bear Mountain Capital
Washington
$307 +$307 +2 New
37 38
39
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