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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
HIA
976
Harbor Investment Advisory
Maryland
$1.33K
RWM
977
Rialto Wealth Management
New York
$1.33K +$727 +4 +133%
SWP
978
Strategic Wealth Partners
Ohio
$1.33K +$1.27K +7 New
TCA
979
Trifecta Capital Advisors
Illinois
$1.14K
HIA
980
HFM Investment Advisors
New Jersey
$1.14K +$546 +3 +100%
WW
981
Winnow Wealth
Texas
$1.14K +$1.09K +6 New
HFS
982
Horizon Financial Services
North Carolina
$950 -$727 -4 -44%
WA
983
WestEnd Advisors
North Carolina
$950 -$364 -2 -29%
TCM
984
TD Capital Management
Tennessee
$950
PAM
985
Palisade Asset Management
Minnesota
$950 +$909 +5 New
CAC
986
Core Alternative Capital
Georgia
$760
HCM
987
Hollencrest Capital Management
California
$760
HC
988
Hurley Capital
New York
$760 +$727 +4 New
DF
989
Dunhill Financial
United Kingdom
$713 -$2K -11 -73%
RF
990
Rossby Financial
Florida
$611 +$546 +3 New
BHWM
991
Beaird Harris Wealth Management
Texas
$593 +$546 +3 New
ACA
992
American Capital Advisory
Idaho
$570
KB
993
Kimelman & Baird
New York
$570
TCM
994
Tradewinds Capital Management
Washington
$570
GA
995
Guerra Advisors
Florida
$570 +$546 +3 New
NMG
996
New Millennium Group
Utah
$570 +$546 +3 New
TPBG
997
Turning Point Benefit Group
Maryland
$407 +$364 +2 New
VWA
998
Valued Wealth Advisors
Utah
$380
CA
999
CoreCap Advisors
Michigan
$380 +$364 +2 New
DCM
1000
Davis Capital Management
Florida
$380 +$364 +2 New