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1,006 hedge funds and large institutions have $30.1B invested in IQVIA in 2025 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 399 increasing their positions, 344 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $496M | Put options by funds: $235M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

36% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 106

18% more capital invested

Capital invested by funds: $25.5B → $30.1B (+$4.51B)

16% more repeat investments, than reductions

Existing positions increased: 399 | Existing positions reduced: 344

3% more funds holding

Funds holding: 9781,006 (+28)

0.49% less ownership

Funds ownership: 93.65%93.16% (-0.49%)

Holders
1,006
Holders Change
+28
Holders Change %
+2.86%
% of All Funds
13.21%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
144
Increased
399
Reduced
344
Closed
106
Calls
$496M
Puts
$235M
Net Calls
+$261M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMG
126
Howard Capital Management Group
California
$24.6M +$193K +1,060 +0.8%
AssetMark Inc
127
AssetMark Inc
California
$24.5M +$2.17M +11,928 +10%
MAMU
128
Marathon Asset Management (UK)
United Kingdom
$24.4M -$7.42M -40,797 -24%
LPL Financial
129
LPL Financial
California
$23.4M +$580K +3,190 +3%
NPA
130
Nichols & Pratt Advisers
Massachusetts
$23.3M +$1.76M +9,684 +9%
CI Investments Inc
131
CI Investments Inc
Ontario, Canada
$23.1M +$458K +2,520 +2%
BS
132
Banco Santander
Spain
$22.8M +$170K +935 +0.8%
BFO
133
Boston Family Office
Massachusetts
$22.8M -$687K -3,779 -3%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$22.8M +$2.04M +11,196 +10%
HJGA
135
Hardman Johnston Global Advisors
Connecticut
$22.8M -$4.26M -23,450 -16%
TD Asset Management
136
TD Asset Management
Ontario, Canada
$22.3M +$2.18M +11,997 +11%
IC
137
IEQ Capital
California
$22.2M +$4.76M +26,173 +29%
CEI
138
Clark Estates Inc
New York
$21.9M -$7.27M -40,000 -26%
PTC
139
Philadelphia Trust Company
Pennsylvania
$21.8M +$105K +578 +0.5%
Stifel Financial
140
Stifel Financial
Missouri
$21.8M -$515K -2,832 -2%
VOYA Investment Management
141
VOYA Investment Management
Georgia
$21.8M +$12.3M +67,542 +144%
PAM
142
Panagora Asset Management
Massachusetts
$21.6M +$4.66M +25,626 +29%
First Trust Advisors
143
First Trust Advisors
Illinois
$21.4M +$3.71M +20,411 +22%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$21.3M +$2.23M +12,241 +12%
CTI
145
Community Trust & Investment
Kentucky
$20.7M -$823K -4,528 -4%
D.E. Shaw & Co
146
D.E. Shaw & Co
New York
$20.6M -$59.7M -328,478 -75%
Prudential Financial
147
Prudential Financial
New Jersey
$20.4M -$599K -3,293 -3%
HIMC
148
Heritage Investors Management Corp
Maryland
$19.8M -$84K -462 -0.4%
MIF
149
Mediolanum International Funds
Ireland
$19.7M +$5.85M +32,180 +42%
SEI Investments
150
SEI Investments
Pennsylvania
$19.6M +$2.19M +12,020 +13%