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1,141 hedge funds and large institutions have $36.3B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 230 funds opening new positions, 406 increasing their positions, 366 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

11% more repeat investments, than reductions

Existing positions increased: 406 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.29% more ownership

Funds ownership: 93.16%94.45% (+1.3%)

Holders
1,141
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$254M
Net Calls
Net Calls Change

Top Sellers

1 -$525M
2 -$348M
3 -$178M
4
Pacer Advisors
Pacer Advisors
Pennsylvania
-$155M
5
BlackRock
BlackRock
New York
-$137M
Name Holding Trade Value Shares
Change
Change in
Stake
CNBTD
1001
Citizens National Bank Trust Department
Mississippi
$22.5K
CAM
1002
Costello Asset Management
Pennsylvania
$22.5K
DSC
1003
Duncker Streett & Co
Missouri
$22.5K
ACA
1004
Atlas Capital Advisors
Wyoming
$22.5K
OP
1005
ORG Partners
Indiana
$22.5K
CWP
1006
Concord Wealth Partners
Virginia
$21.4K
NIG
1007
NFJ Investment Group
Texas
$20.5K
GCM
1008
Gunpowder Capital Management
Maryland
$19.6K
UBP
1009
Union Bancaire Privee
Switzerland
$19.1K
BIA
1010
Bell Investment Advisors
California
$18.9K
OPTFSNA
1011
Old Point Trust & Financial Services N A
Virginia
$18.5K
HIM
1012
Hillsdale Investment Management
Ontario, Canada
$18K
GWSG
1013
GPS Wealth Strategies Group
Colorado
$17.6K
VWM
1014
Vermillion Wealth Management
Minnesota
$17.6K
AFC
1015
Ares Financial Consulting
California
$17.1K
CIAS
1016
CBIZ Investment Advisory Services
Ohio
$16.9K
ADL
1017
Asset Dedication LLC
California
$16.2K
RTL
1018
Red Tortoise LLC
Georgia
$15.6K
BW
1019
Bravera Wealth
North Dakota
$15.6K
KFAS
1020
Keating Financial Advisory Services
Kansas
$15.6K
SL
1021
Salomon & Ludwin
Virginia
$15.5K
HIA
1022
Harbor Investment Advisory
Maryland
$15.3K
ME
1023
McIlrath & Eck
Washington
$14.7K
KAS
1024
Kemnay Advisory Services
New York
$14.7K
SR
1025
Swiss Re
Switzerland
$14.7K