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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
MPW
1026
MASECO Private Wealth
$13.5K
FMP
1027
Financial Management Professionals
Texas
$12.8K
EW
1028
Elyxium Wealth
California
$12.8K
TAM
1029
Tucker Asset Management
Colorado
$12.8K
AF
1030
Alerus Financial
North Dakota
$12.6K
KG
1031
Kilter Group
New York
$12.6K
PWMG
1032
Private Wealth Management Group
New Jersey
$12.4K
SC
1033
SouthState Corp
Florida
$12.4K
PIS
1034
POM Investment Strategies
North Carolina
$12.4K
RA
1035
Rational Advisors
New York
$12.2K
S
1036
Sachetta
Massachusetts
$11.8K
BCM
1037
Boreal Capital Management
Florida
$11.3K
FFA
1038
Frazier Financial Advisors
Ohio
$11.3K
GAFA
1039
Garton & Associates Financial Advisors
Kentucky
$11.3K
MCA
1040
Midwest Capital Advisors
Michigan
$11K
HWP
1041
Highline Wealth Partners
California
$11K
AW
1042
Avion Wealth
Texas
$11K
CFB
1043
Cullen/Frost Bankers
Texas
$10.8K
SC
1044
Steph & Co
Wisconsin
$10.1K
MAM
1045
Meeder Asset Management
Ohio
$10.1K
IWM
1046
IMG Wealth Management
Florida
$10.1K
CAL
1047
Capital Analysts LLC
Pennsylvania
$10K
GSWM
1048
Golden State Wealth Management
California
$9.92K
NWM
1049
Nova Wealth Management
Florida
$9.47K
FG
1050
Fairman Group
Pennsylvania
$9.47K