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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
RBC
1076
Roble Belko & Company
Pennsylvania
$5K
SIS
1077
Sound Income Strategies
Florida
$4.75K
DPW
1078
DiNuzzo Private Wealth
Pennsylvania
$4.73K
CCM
1079
Chilton Capital Management
Texas
$4.51K
BFS
1080
Bare Financial Services
Pennsylvania
$4.51K
PMFA
1081
Plante Moran Financial Advisors
Michigan
$4.51K
TSMHT
1082
Thurston Springer Miller Herd & Titak
Indiana
$4.51K
PWA
1083
Principia Wealth Advisory
Texas
$4.28K
AWM
1084
Abound Wealth Management
Tennessee
$4.19K
FC
1085
Financial Consulate
Maryland
$4.06K
NSIM
1086
North Star Investment Management
Illinois
$4.06K
WW
1087
Winnow Wealth
Texas
$3.84K
TFM
1088
TFC Financial Management
Massachusetts
$3.83K
TCOV
1089
Trust Company of Vermont
Vermont
$3.83K
WA
1090
WPG Advisers
Maryland
$3.61K
MS
1091
Monetary Solutions
Ohio
$3.61K
MSWM
1092
Mowery & Schoenfeld Wealth Management
Illinois
$3.61K
PSB
1093
Piscataqua Savings Bank
New Hampshire
$3.61K
PC
1094
Pier Capital
Connecticut
$3.16K
VNA
1095
Valley National Advisers
Pennsylvania
$3K
RF
1096
Rossby Financial
Florida
$2.93K
MFT
1097
Moisand Fitzgerald Tamayo
Florida
$2.71K
CSC
1098
Caldwell Sutter Capital
California
$2.71K
GBT
1099
Grove Bank & Trust
Florida
$2.71K
PWMG
1100
Prestige Wealth Management Group
New Jersey
$2.71K