993 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, 391 increasing their positions, 343 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: $ → $

14% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 343

2% more funds holding

Funds holding: 973993 (+20)

0.77% less ownership

Funds ownership: 93.6%92.83% (-0.77%)

Holders
993
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
MYIA
1076
Mount Yale Investment Advisors
Colorado
AWM
1077
Atticus Wealth Management
Florida
NC
1078
NewSquare Capital
Pennsylvania
SN
1079
Sittner & Nelson
Oregon
SWIG
1080
Strategic Wealth Investment Group
Kentucky
OW
1081
Olistico Wealth
Oklahoma
MAWAG
1082
Mid-American Wealth Advisory Group
Missouri
Bank Julius Baer & Co
1083
Bank Julius Baer & Co
Switzerland
SAS
1084
Spurstone Advisory Services
Connecticut
LFASL
1085
Lugano Financial Advisors SA (LFA)
Switzerland
BCMLT
1086
Beacon Capital Management LLC (Tennessee)
Tennessee
WTFG
1087
Wood Tarver Financial Group
Idaho
TPWA
1088
Twin Peaks Wealth Advisors
California
WA
1089
Whipplewood Advisors
Colorado
RS
1090
Rakuten Securities
Japan
MCA
1091
Maryland Capital Advisors
Maryland
SO
1092
Sierra Ocean
California
WCM
1093
WealthTrak Capital Management
Virginia
HWA
1094
HHM Wealth Advisors
Tennessee
RAM
1095
Riggs Asset Management
Pennsylvania
JFA
1096
JNBA Financial Advisors
Minnesota
SC
1097
Stephens Consulting
Michigan
RFS
1098
Richardson Financial Services
Massachusetts
KFI
1099
Key Financial Inc
Pennsylvania
TIM
1100
Total Investment Management
Arizona