1,001 hedge funds and large institutions have $30B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 397 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9741,001 (+27)

0.49% less ownership

Funds ownership: 93.62%93.14% (-0.49%)

Holders
1,001
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$496M
Puts
$235M
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$166M
3 +$138M
4
BlackRock
BlackRock
New York
+$115M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$90.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
1076
Peapack-Gladstone Financial Corp
New Jersey
DWA
1077
Douglass Winthrop Advisors
New York
GJWM
1078
Gilliland Jeter Wealth Management
Arkansas
CAS
1079
CTC Alternative Strategies
Illinois
PSFG
1080
Park Square Financial Group
Georgia
OIAM
1081
OFI Invest Asset Management
France
OWP
1082
ORG Wealth Partners
Texas
MYIA
1083
Mount Yale Investment Advisors
Colorado
AWM
1084
Atticus Wealth Management
Florida
NC
1085
NewSquare Capital
Pennsylvania
SN
1086
Sittner & Nelson
Oregon
SWIG
1087
Strategic Wealth Investment Group
Kentucky
OW
1088
Olistico Wealth
Oklahoma
MAWAG
1089
Mid-American Wealth Advisory Group
Missouri
Bank Julius Baer & Co
1090
Bank Julius Baer & Co
Switzerland
SAS
1091
Spurstone Advisory Services
Connecticut
LFASL
1092
Lugano Financial Advisors SA (LFA)
Switzerland
BCMLT
1093
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
1094
Wood Tarver Financial Group
Idaho
TPWA
1095
Twin Peaks Wealth Advisors
California
WA
1096
Whipplewood Advisors
Colorado
RS
1097
Rakuten Securities
Japan
MCA
1098
Maryland Capital Advisors
Maryland
SO
1099
Sierra Ocean
California
WCM
1100
WealthTrak Capital Management
Virginia