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IQVIA
IQV

989 hedge funds and large institutions have $27.2B invested in IQVIA in 2025 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 369 increasing their positions, 379 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 10 → 12 (+2)

2.76% more ownership

Funds ownership: 84.86% → 87.62% (+2.8%)

5% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 103

3% less repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 379

1% less funds holding

Funds holding: 1,001 → 989 (-12)

10% less capital invested

Capital invested by funds: $30.3B → $27.2B (-$3.11B)

35% less call options, than puts

Call options by funds: $124M | Put options by funds: $191M

Holders
989
Holders Change
-12
Holders Change %
-1.2%
% of All Funds
13.26%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
108
Increased
369
Reduced
379
Closed
103
Calls
$124M
Puts
$191M
Net Calls
-$67.1M
Net Calls Change
+$27.8M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$166M
2
JP Morgan Chase
JP Morgan Chase
New York
+$155M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$114M
4
Two Sigma Investments
Two Sigma Investments
New York
+$88.9M
5
HRCM
Hawk Ridge Capital Management
California
+$84.8M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$203M
2
Lazard Asset Management
Lazard Asset Management
New York
-$167M
3
BlackRock
BlackRock
New York
-$141M
4
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$119M
5
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
-$99.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GXJ
1076
Global X Japan
Japan
– -$10.4K -53 Closed
CYG
1077
Clean Yield Group
Vermont
– -$8.25K -42 Closed
AWM
1078
Avior Wealth Management
Nebraska
– -$7.07K -36 Closed
MSWM
1079
Mowery & Schoenfeld Wealth Management
Illinois
– -$5.7K -29 Closed
BBPWM
1080
Blue Bell Private Wealth Management
Pennsylvania
– -$5.31K -27 Closed
TH
1081
TCTC Holdings
Texas
– -$4.52K -23 Closed
S
1082
Sachetta
Massachusetts
– -$4.13K -21 Closed
KIM
1083
Kestra Investment Management
Texas
– -$3.93K -20 Closed
EBA
1084
Eagle Bay Advisors
New York
– -$3.14K -16 Closed
WB
1085
Webster Bank
Connecticut
– -$3.14K -16 Closed
WBC
1086
West Branch Capital
Massachusetts
– -$2.56K -13 Closed
LWMI
1087
Legacy Wealth Management (Idaho)
Idaho
– -$2.29K -11 Closed
RS
1088
Rakuten Securities
Japan
– -$1.97K -10 Closed
PWA
1089
Physician Wealth Advisors
Utah
– -$983 -5 Closed
SSB
1090
Sandy Spring Bank
Maryland
– -$787 -4 Closed
Parallax Volatility Advisers
1091
Parallax Volatility Advisers
California
– -$197 -1 Closed
40 41 42 43
44

IQV Hedge Fund Activity: Q1 2025 in Review

989 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in IQVIA (IQV) for Q1 2025, worth a combined $27.2B — down 10% from $30.3B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new IQV positions and 103 closed out — a net gain of 5 holders — while 369 added to existing stakes and 379 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $166M. The largest seller was Millennium Management, cutting an estimated $203M.

  • 989 institutional investors held IQVIA (IQV) as of Q1 2025, down from 1,001 in Q4 2024.
  • Funds reported $27.2B of IQVIA stock for Q1 2025, down 10% quarter-over-quarter.
  • 108 funds opened new IQVIA positions in Q1 2025 and 103 closed out, a net change of +5 holders.
  • The largest IQVIA buyer in Q1 2025 was Pacer Advisors, an estimated $166M added.
  • The largest IQVIA seller in Q1 2025 was Millennium Management, an estimated $203M sold.

Based on aggregated 13F filings for Q1 2025.