1,132 hedge funds and large institutions have $36.2B invested in IQVIA in 2025 Q4 according to their latest regulatory filings, with 224 funds opening new positions, 403 increasing their positions, 366 reducing their positions, and 72 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:

10% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 366

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1.25% more ownership

Funds ownership: 93.13%94.37% (+1.2%)

Holders
1,132
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
FCAS
1101
First Command Advisory Services
Texas
$1.8K
FNWA
1102
Financial Network Wealth Advisors
Utah
$1.58K
HIA
1103
HFM Investment Advisors
New Jersey
$1.58K
WA
1104
WestEnd Advisors
North Carolina
$1.58K
JFA
1105
JNBA Financial Advisors
Minnesota
$1.35K
MA
1106
MCF Advisors
Kentucky
$1.35K
Walleye Capital
1107
Walleye Capital
New York
$1.35K
TPBG
1108
Turning Point Benefit Group
Maryland
$1.35K
DF
1109
Dunhill Financial
United Kingdom
$1.26K
HFS
1110
Horizon Financial Services
North Carolina
$1.13K
TCM
1111
TD Capital Management
Tennessee
$1.13K
APW
1112
Aventura Private Wealth
Florida
$1.13K
HCM
1113
Hollencrest Capital Management
California
$902
TC
1114
Trust Company
Kansas
$902
MWM
1115
Mascoma Wealth Management
New Hampshire
$902
BW
1116
Basepoint Wealth
Iowa
$901
BHWM
1117
Beaird Harris Wealth Management
Texas
$704
KB
1118
Kimelman & Baird
New York
$677
TCM
1119
Tradewinds Capital Management
Washington
$677
ACA
1120
American Capital Advisory
Idaho
$677
SFCL
1121
Strengthening Families & Communities LLC
Massachusetts
$451
VWA
1122
Valued Wealth Advisors
Utah
$451
DCM
1123
Davis Capital Management
Florida
$451
SA
1124
Seneschal Advisors
Washington
$451
ECA
1125
Elevated Capital Advisors
Utah
$451