994 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, 393 increasing their positions, 342 reducing their positions, and 107 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: 393 | Existing positions reduced: 342

2% more funds holding

Funds holding: 973994 (+21)

0.76% less ownership

Funds ownership: 93.6%92.83% (-0.76%)

Holders
994
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 +$677M
2 +$174M
3 +$144M
4
BlackRock
BlackRock
New York
+$120M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$94.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OWP
1076
ORG Wealth Partners
Texas
MYIA
1077
Mount Yale Investment Advisors
Colorado
AWM
1078
Atticus Wealth Management
Florida
NC
1079
NewSquare Capital
Pennsylvania
SN
1080
Sittner & Nelson
Oregon
SWIG
1081
Strategic Wealth Investment Group
Kentucky
OW
1082
Olistico Wealth
Oklahoma
MAWAG
1083
Mid-American Wealth Advisory Group
Missouri
Bank Julius Baer & Co
1084
Bank Julius Baer & Co
Switzerland
SAS
1085
Spurstone Advisory Services
Connecticut
LFASL
1086
Lugano Financial Advisors SA (LFA)
Switzerland
BCMLT
1087
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
1088
Wood Tarver Financial Group
Idaho
TPWA
1089
Twin Peaks Wealth Advisors
California
WA
1090
Whipplewood Advisors
Colorado
RS
1091
Rakuten Securities
Japan
MCA
1092
Maryland Capital Advisors
Maryland
SO
1093
Sierra Ocean
California
WCM
1094
WealthTrak Capital Management
Virginia
HWA
1095
HHM Wealth Advisors
Tennessee
RAM
1096
Riggs Asset Management
Pennsylvania
JFA
1097
JNBA Financial Advisors
Minnesota
SC
1098
Stephens Consulting
Michigan
RFS
1099
Richardson Financial Services
Massachusetts
KFI
1100
Key Financial Inc
Pennsylvania