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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
BHWM
1126
Beaird Harris Wealth Management
Texas
$704
ACA
1127
American Capital Advisory
Idaho
$677
KB
1128
Kimelman & Baird
New York
$677
TCM
1129
Tradewinds Capital Management
Washington
$677
DCM
1130
Davis Capital Management
Florida
$451
SFCL
1131
Strengthening Families & Communities LLC
Massachusetts
$451
VWA
1132
Valued Wealth Advisors
Utah
$451
SA
1133
Seneschal Advisors
Washington
$451
BIM
1134
Breakwater Investment Management
Washington
$451
ECA
1135
Elevated Capital Advisors
Utah
$451
LIA
1136
Luken Investment Analytics
Tennessee
$451
QWM
1137
Quaker Wealth Management
New Jersey
$226
VFM
1138
Vision Financial Markets
Connecticut
$226
SWA
1139
SOA Wealth Advisors
New York
$225
CJ
1140
Caitlin John
Michigan
$225
RS
1141
Rakuten Securities
Japan
$225
FCM
1142
Farallon Capital Management
California
CC
1143
Criteria Caixa
Spain
Connor, Clark & Lunn Investment Management (CC&L)
1144
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
Zurich Cantonal Bank
1145
Zurich Cantonal Bank
Switzerland
RL
1146
Ruffer LLP
United Kingdom
HVCM
1147
HG Vora Capital Management
New York
ACM
1148
Aryeh Capital Management
Ontario, Canada
ICM
1149
Invenomic Capital Management
Massachusetts
WorldQuant Millennium Advisors
1150
WorldQuant Millennium Advisors
New York