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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
951
Chilton Capital Management
Texas
$3.8K -$36.2K -199 -91%
AWM
952
Activest Wealth Management
Florida
$3.8K +$546 +3 +18%
SIS
953
Sound Income Strategies
Florida
$3.65K
JWM
954
JPL Wealth Management
Colorado
$3.61K +$3.46K +19 New
AWM
955
Abound Wealth Management
Tennessee
$3.42K
PA
956
Pineridge Advisors
Missouri
$3.42K
FC
957
Financial Consulate
Maryland
$3.42K +$3.27K +18 New
TFM
958
TFC Financial Management
Massachusetts
$3.23K
TCOV
959
Trust Company of Vermont
Vermont
$3.23K
PWA
960
Principia Wealth Advisory
Texas
$3.23K +$182 +1 +6%
IWM
961
IMG Wealth Management
Florida
$3.04K
WA
962
WPG Advisers
Maryland
$3.04K
BFS
963
Bare Financial Services
Pennsylvania
$3.04K +$1.09K +6 +60%
FUBT
964
First United Bank & Trust
Maryland
$3.04K +$2.91K +16 New
PWMG
965
Prestige Wealth Management Group
New Jersey
$2.28K -$2.73K -15 -56%
CSC
966
Caldwell Sutter Capital
California
$2.28K
GBT
967
Grove Bank & Trust
Florida
$2.28K
DPW
968
DiNuzzo Private Wealth
Pennsylvania
$2.1K
CCM
969
Cloud Capital Management
Washington
$2K +$2K +11 New
VNA
970
Valley National Advisers
Pennsylvania
$2K +$2.18K +12 New
MAM
971
Marquette Asset Management
Minnesota
$1.9K +$1.82K +10 New
RWS
972
Retirement Wealth Solutions
Wisconsin
$1.71K -$3.82K -21 -70%
NL
973
NVWM LLC
Pennsylvania
$1.52K +$182 +1 +14%
SIC
974
SJS Investment Consulting
Ohio
$1.52K +$1.46K +8 New
FNWA
975
Financial Network Wealth Advisors
Utah
$1.33K