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
GWMR
1176
GC Wealth Management RIA
Massachusetts
RL
1177
Retireful LLC
Michigan
Brown Advisory
1178
Brown Advisory
Maryland
SSA
1179
Schonfeld Strategic Advisors
New York
GWA
1180
Gratus Wealth Advisors
Virginia
IQI
1181
Integrated Quantitative Investments
Washington
FA
1182
FDx Advisors
Illinois
CP
1183
Castleview Partners
Texas
Twin Tree Management
1184
Twin Tree Management
Texas
ABWM
1185
Alpine Bank Wealth Management
Colorado
RA
1186
Rise Advisors
New York
MG
1187
Mather Group
Illinois
AAS
1188
Ameritas Advisory Services
Nebraska
CT
1189
Caldwell Trust
Florida
CI
1190
Clal Insurance
Israel
MNA
1191
Manning & Napier Advisors
New York
MSWA
1192
Marshall & Sterling Wealth Advisors
New York
TIM
1193
Tortoise Investment Management
New York
SAM
1194
Strive Asset Management
Ohio
CMP
1195
Coston McIsaac & Partners
Maine
JWM
1196
JPL Wealth Management
Colorado
FUBT
1197
First United Bank & Trust
Maryland
CCM
1198
Cloud Capital Management
Washington
TCA
1199
Trifecta Capital Advisors
Illinois
PAM
1200
Palisade Asset Management
Minnesota