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
WW
976
Winnow Wealth
Texas
$1.14K
HFS
977
Horizon Financial Services
North Carolina
$950
WA
978
WestEnd Advisors
North Carolina
$950
TCM
979
TD Capital Management
Tennessee
$950
PAM
980
Palisade Asset Management
Minnesota
$950
CAC
981
Core Alternative Capital
Georgia
$760
HCM
982
Hollencrest Capital Management
California
$760
HC
983
Hurley Capital
New York
$760
DF
984
Dunhill Financial
United Kingdom
$713
RF
985
Rossby Financial
Florida
$611
BHWM
986
Beaird Harris Wealth Management
Texas
$593
TCM
987
Tradewinds Capital Management
Washington
$570
KB
988
Kimelman & Baird
New York
$570
ACA
989
American Capital Advisory
Idaho
$570
NMG
990
New Millennium Group
Utah
$570
GA
991
Guerra Advisors
Florida
$570
TPBG
992
Turning Point Benefit Group
Maryland
$407
VWA
993
Valued Wealth Advisors
Utah
$380
CA
994
CoreCap Advisors
Michigan
$380
PG
995
Proffitt & Goodson
Tennessee
$380
DCM
996
Davis Capital Management
Florida
$380
SFCL
997
Strengthening Families & Communities LLC
Massachusetts
$379
SWA
998
SOA Wealth Advisors
New York
$190
VFM
999
Vision Financial Markets
Connecticut
$190
PMFA
1000
Plante Moran Financial Advisors
Michigan
$190