We are live on ! Find out more

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
CFM
1051
Cornerstone Financial Management
Massachusetts
$9.47K
DWM
1052
Dogwood Wealth Management
Kansas
$9.02K
AP
1053
Aspect Partners
Virginia
$9.02K
CAL
1054
Capital Advisors Ltd
Ohio
$9K
T
1055
Transce3nd
Texas
$8.44K
HHMI
1056
Howard Hughes Medical Institute
Maryland
$8.12K
HNW
1057
High Note Wealth
Minnesota
$7.89K
CWA
1058
Carolina Wealth Advisors
South Carolina
$7.44K
KFP
1059
Kerr Financial Planning
California
$7.4K
BCWM
1060
Bartlett & Co Wealth Management
Ohio
$7.21K
WAG
1061
Wilkerson Advisory Group
Missouri
$7.21K
SS
1062
Sunbelt Securities
Texas
$6.99K
GWM
1063
Greenline Wealth Management
Florida
$6.99K
DAM
1064
Delta Asset Management
Tennessee
$6.76K
CFS
1065
Compass Financial Services
Iowa
$6.54K
PB
1066
Pinnacle Bancorp
Nebraska
$6.54K
BWA
1067
Basecamp Wealth Advisors
Washington
$6.54K
DIP
1068
DT Investment Partners
Pennsylvania
$6.31K
AIC
1069
Archer Investment Corporation
Indiana
$6.09K
OAJ
1070
Ogorek Anthony Joseph
New York
$6K
TC
1071
Truvestments Capital
Florida
$5.86K
HNB
1072
Hilltop National Bank
Wyoming
$5.63K
SFG
1073
Strive Financial Group
Indiana
$5.63K
IW
1074
Imprint Wealth
South Carolina
$5.18K
HFS
1075
Hughes Financial Services
Virginia
$5.18K