994 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, 393 increasing their positions, 342 reducing their positions, and 107 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: 393 | Existing positions reduced: 342

2% more funds holding

Funds holding: 973994 (+21)

0.76% less ownership

Funds ownership: 93.6%92.83% (-0.76%)

Holders
994
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 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
951
Bare Financial Services
Pennsylvania
$3.04K
FUBT
952
First United Bank & Trust
Maryland
$3.04K
PWMG
953
Prestige Wealth Management Group
New Jersey
$2.28K
CSC
954
Caldwell Sutter Capital
California
$2.28K
GBT
955
Grove Bank & Trust
Florida
$2.28K
DPW
956
DiNuzzo Private Wealth
Pennsylvania
$2.1K
CCM
957
Cloud Capital Management
Washington
$2K
VNA
958
Valley National Advisers
Pennsylvania
$2K
MAM
959
Marquette Asset Management
Minnesota
$1.9K
RWS
960
Retirement Wealth Solutions
Wisconsin
$1.71K
NL
961
NVWM LLC
Pennsylvania
$1.52K
SIC
962
SJS Investment Consulting
Ohio
$1.52K
FNWA
963
Financial Network Wealth Advisors
Utah
$1.33K
HIA
964
Harbor Investment Advisory
Maryland
$1.33K
RWM
965
Rialto Wealth Management
New York
$1.33K
SWP
966
Strategic Wealth Partners
Ohio
$1.33K
TCA
967
Trifecta Capital Advisors
Illinois
$1.14K
HIA
968
HFM Investment Advisors
New Jersey
$1.14K
WW
969
Winnow Wealth
Texas
$1.14K
HFS
970
Horizon Financial Services
North Carolina
$950
WA
971
WestEnd Advisors
North Carolina
$950
TCM
972
TD Capital Management
Tennessee
$950
PAM
973
Palisade Asset Management
Minnesota
$950
HCM
974
Hollencrest Capital Management
California
$760
CAC
975
Core Alternative Capital
Georgia
$760