We are live on ! Find out more

1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1076
Perbak Capital Partners
United Kingdom
-$245K -1,552 Closed
MIM
1077
MTM Investment Management
South Carolina
-$242K -1,538 Closed
AA
1078
Advisory Alpha
Michigan
-$237K -1,503 Closed
PFM
1079
Patton Fund Management
Texas
-$231K -1,464 Closed
Hudson Bay Capital Management
1080
Hudson Bay Capital Management
Connecticut
-$224K -1,422 Closed
PGFC
1081
Peapack-Gladstone Financial Corp
New Jersey
-$223K -1,416 Closed
DWA
1082
Douglass Winthrop Advisors
New York
-$211K -1,337 Closed
GJWM
1083
Gilliland Jeter Wealth Management
Arkansas
-$209K -1,324 Closed
CAS
1084
CTC Alternative Strategies
Illinois
-$205K -1,299 Closed
PSFG
1085
Park Square Financial Group
Georgia
-$110K -696 Closed
OIAM
1086
OFI Invest Asset Management
France
-$91.6K -682 Closed
OWP
1087
ORG Wealth Partners
Texas
-$99.8K -614 Closed
MYIA
1088
Mount Yale Investment Advisors
Colorado
-$63.7K -404 Closed
AWM
1089
Atticus Wealth Management
Florida
-$52.5K -333 Closed
NC
1090
NewSquare Capital
Pennsylvania
-$45.9K -291 Closed
SN
1091
Sittner & Nelson
Oregon
-$23.6K -150 Closed
SWIG
1092
Strategic Wealth Investment Group
Kentucky
-$22.5K -143 Closed
OW
1093
Olistico Wealth
Oklahoma
-$15.8K -100 Closed
MAWAG
1094
Mid-American Wealth Advisory Group
Missouri
-$15K -95 Closed
Bank Julius Baer & Co
1095
Bank Julius Baer & Co
Switzerland
-$14.1K -90 Closed
SAS
1096
Spurstone Advisory Services
Connecticut
-$11.8K -75 Closed
LFASL
1097
Lugano Financial Advisors SA (LFA)
Switzerland
-$11.2K -71 Closed
BCMLT
1098
Beacon Capital Management LLC (Tennessee)
Tennessee
-$8.67K -55 Closed
WTFG
1099
Wood Tarver Financial Group
Idaho
-$7K -50 Closed
TPWA
1100
Twin Peaks Wealth Advisors
California
-$8.55K -46 Closed