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IQVIA
IQV

Overview Fund Activity

964 hedge funds and large institutions have $25.5B invested in IQVIA in 2025 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 419 increasing their positions, 320 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
-13
Holders Change %
-1.33%
% of All Funds
12.92%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
123
Increased
419
Reduced
320
Closed
123
Calls
$460M
Puts
$262M
Net Calls
+$198M
Net Calls Change
+$265M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$516M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$311M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$139M
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$118M
5
VVP
Vulcan Value Partners
Alabama
+$114M

Top Sellers

1
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$252M
2
Morgan Stanley
Morgan Stanley
New York
-$151M
3
BlackRock
BlackRock
New York
-$98M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$85.3M
5
Holocene Advisors
Holocene Advisors
New York
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
1051
Ashton Thomas Private Wealth
Arizona
– -$219K -1,240 Closed
YIH
1052
Y-Intercept (HK)
Hong Kong
– -$216K -1,226 Closed
PF
1053
Phoenix Financial
Israel
– -$208K -1,174 Closed
IGAM
1054
iA Global Asset Management
Quebec, Canada
– -$205K -1,160 Closed
BC
1055
Bayforest Capital
United Kingdom
– -$203K -1,151 Closed
HNWAG
1056
High Net Worth Advisory Group
Florida
– -$203K -1,150 Closed
CIC
1057
Chilton Investment Company
Connecticut
– -$200K -1,137 Closed
TWM
1058
Trueblood Wealth Management
Ohio
– -$200K -1,136 Closed
MG
1059
Mather Group
Illinois
– -$136K -769 Closed
JFGIW
1060
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$85.7K -486 Closed
AF
1061
Atala Financial
California
– -$82K -465 Closed
ACA
1062
Atlas Capital Advisors
Wyoming
– -$68.8K -390 Closed
QC
1063
Quent Capital
New York
– -$49.5K -281 Closed
PBK
1064
Peoples Bank (Kansas)
Kansas
– -$42.7K -242 Closed
SNB
1065
Security National Bank
Nebraska
– -$31.4K -178 Closed
RTC
1066
Riverview Trust Company
Washington
– -$22.4K -127 Closed
Walleye Capital
1067
Walleye Capital
New York
– -$17.6K -100 Closed
CSPIA
1068
Cary Street Partners Investment Advisory
Virginia
– -$15.2K -86 Closed
AT
1069
Avalon Trust
New Mexico
– -$12.7K -72 Closed
SCB
1070
Saudi Central Bank
Saudi Arabia
– -$12.5K -71 Closed
GFPC
1071
Global Financial Private Client
Florida
– -$8.99K -51 Closed
CB
1072
CNB Bank
Pennsylvania
– -$8.64K -49 Closed
RWM
1073
Ruedi Wealth Management
Illinois
– -$7.93K -45 Closed
CJH
1074
Christopher J. Hasenberg
Wisconsin
– -$7.36K -43 Closed
CA
1075
CoreCap Advisors
Michigan
– -$7.23K -41 Closed
40 41 42
43
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