1,001 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 397 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
951
Pineridge Advisors
Missouri
$3.42K
FC
952
Financial Consulate
Maryland
$3.42K
TCOV
953
Trust Company of Vermont
Vermont
$3.23K
TFM
954
TFC Financial Management
Massachusetts
$3.23K
PWA
955
Principia Wealth Advisory
Texas
$3.23K
IWM
956
IMG Wealth Management
Florida
$3.04K
WA
957
WPG Advisers
Maryland
$3.04K
BFS
958
Bare Financial Services
Pennsylvania
$3.04K
FUBT
959
First United Bank & Trust
Maryland
$3.04K
PWMG
960
Prestige Wealth Management Group
New Jersey
$2.28K
CSC
961
Caldwell Sutter Capital
California
$2.28K
GBT
962
Grove Bank & Trust
Florida
$2.28K
DPW
963
DiNuzzo Private Wealth
Pennsylvania
$2.1K
CCM
964
Cloud Capital Management
Washington
$2K
VNA
965
Valley National Advisers
Pennsylvania
$2K
MAM
966
Marquette Asset Management
Minnesota
$1.9K
RWS
967
Retirement Wealth Solutions
Wisconsin
$1.71K
NL
968
NVWM LLC
Pennsylvania
$1.52K
SIC
969
SJS Investment Consulting
Ohio
$1.52K
HIA
970
Harbor Investment Advisory
Maryland
$1.33K
FNWA
971
Financial Network Wealth Advisors
Utah
$1.33K
RWM
972
Rialto Wealth Management
New York
$1.33K
SWP
973
Strategic Wealth Partners
Ohio
$1.33K
TCA
974
Trifecta Capital Advisors
Illinois
$1.14K
HIA
975
HFM Investment Advisors
New Jersey
$1.14K