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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
SWM
1101
SHP Wealth Management
Massachusetts
$2.58K
CFG
1102
Clayton Financial Group
Missouri
$2.48K
MAM
1103
Marquette Asset Management
Minnesota
$2.25K
RWS
1104
Retirement Wealth Solutions
Wisconsin
$2.25K
NL
1105
NVWM LLC
Pennsylvania
$2.03K
RWM
1106
Rialto Wealth Management
New York
$2.03K
EWP
1107
Elevation Wealth Partners
California
$2.03K
CA
1108
CoreCap Advisors
Michigan
$1.8K
FCAS
1109
First Command Advisory Services
Texas
$1.8K
FNWA
1110
Financial Network Wealth Advisors
Utah
$1.58K
HIA
1111
HFM Investment Advisors
New Jersey
$1.58K
WA
1112
WestEnd Advisors
North Carolina
$1.58K
1CP
1113
1015 Capital Partners
Pennsylvania
$1.58K
JFA
1114
JNBA Financial Advisors
Minnesota
$1.35K
MA
1115
MCF Advisors
Kentucky
$1.35K
Walleye Capital
1116
Walleye Capital
New York
$1.35K
TPBG
1117
Turning Point Benefit Group
Maryland
$1.35K
DF
1118
Dunhill Financial
United Kingdom
$1.26K
HFS
1119
Horizon Financial Services
North Carolina
$1.13K
TCM
1120
TD Capital Management
Tennessee
$1.13K
APW
1121
Aventura Private Wealth
Florida
$1.13K
HCM
1122
Hollencrest Capital Management
California
$902
MWM
1123
Mascoma Wealth Management
New Hampshire
$902
TC
1124
Trust Company
Kansas
$902
BW
1125
Basepoint Wealth
Iowa
$901