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IQVIA
IQV

Overview Fund Activity

977 hedge funds and large institutions have $26.8B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 365 increasing their positions, 375 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
-16
Holders Change %
-1.61%
% of All Funds
13.27%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
107
Increased
365
Reduced
375
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$151M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$141M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$104M
4
Two Sigma Investments
Two Sigma Investments
New York
+$80.8M
5
HRCM
Hawk Ridge Capital Management
California
+$77.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$184M
2
Lazard Asset Management
Lazard Asset Management
New York
-$152M
3
BlackRock
BlackRock
New York
-$128M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$108M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$90.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFC
1026
SYM Financial Corp
Indiana
– -$318K -1,619 Closed
WPC
1027
Wedmont Private Capital
Pennsylvania
– -$313K -1,538 Closed
AP
1028
Appleton Partners
Massachusetts
– -$302K -1,536 Closed
NFC
1029
Northeast Financial Consultants
Connecticut
– -$295K -1,500 Closed
MAM
1030
Martingale Asset Management
Massachusetts
– -$290K -1,478 Closed
ACA
1031
Aptus Capital Advisors
Alabama
– -$284K -1,443 Closed
CA
1032
Claro Advisors
Massachusetts
– -$281K -1,429 Closed
VWM
1033
Venturi Wealth Management
Texas
– -$267K -1,361 Closed
MYLI
1034
Meiji Yasuda Life Insurance
Japan
– -$258K -1,313 Closed
MWM
1035
Modern Wealth Management
Kansas
– -$243K -1,236 Closed
AGP
1036
Aspire Growth Partners
Florida
– -$241K -1,226 Closed
GL
1037
Graypoint LLC
New York
– -$239K -1,214 Closed
OCA
1038
Otter Creek Advisors
Florida
– -$235K -1,196 Closed
VFA
1039
Valeo Financial Advisors
Indiana
– -$232K -1,182 Closed
HCM
1040
Howard Capital Management
Georgia
– -$225K -1,147 Closed
PWPS
1041
Pinnacle Wealth Planning Services
Ohio
– -$225K -1,146 Closed
SC
1042
Syon Capital
California
– -$224K -1,138 Closed
EH
1043
Equitable Holdings
New York
– -$217K -1,106 Closed
DO
1044
denkapparat Operations
Germany
– -$215K -1,092 Closed
PW
1045
PUREfi Wealth
Massachusetts
– -$214K -1,090 Closed
GAM
1046
Groupama Asset Management
France
– -$213K -1,079 Closed
MCWA
1047
Meadow Creek Wealth Advisors
Georgia
– -$205K -1,042 Closed
SL
1048
Sentinus LLC
Illinois
– -$204K -1,039 Closed
CIA
1049
Choate Investment Advisors
Massachusetts
– -$201K -1,022 Closed
FI
1050
Financial Insights
Washington
– -$200K -1,019 Closed
40 41
42
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