We are live on ! Find out more

1,065 hedge funds and large institutions have $26.9B invested in IQVIA in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 414 increasing their positions, 401 reducing their positions, and 177 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.09% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1411,065 (-76)

26% less capital invested

Capital invested by funds: $36.3B → $26.9B (-$9.4B)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

33% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 177

Holders
1,065
Holders Change
-76
Holders Change %
-6.66%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
177
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
451
Crux Wealth Advisors
California
$1.42M -$19.5K -100 -1%
AWM
452
AE Wealth Management
Kansas
$1.4M +$80.2K +411 +5%
OAM
453
Oppenheimer Asset Management
New York
$1.39M +$168K +862 +12%
CFG
454
Chapman Financial Group
Hawaii
$1.39M +$1.76K +9 +0.1%
LAM
455
LOM Asset Management
$1.38M -$42.9K -220 -3%
MCM
456
Moore Capital Management
New York
$1.38M +$1.58M +8,097 New
UCFA
457
United Capital Financial Advisors
Texas
$1.35M -$31.6K -162 -2%
XT
458
XTX Topco
Cayman Islands
$1.34M -$3.13M -16,019 -67%
NMERB
459
New Mexico Educational Retirement Board
New Mexico
$1.33M
BSL
460
Blue Sparrow LLC
Delaware
$1.32M +$1.51M +7,760 New
BHCM
461
Brevan Howard Capital Management
Jersey
$1.32M -$3.22M -16,500 -68%
DILIC
462
Dai-ichi Life Insurance Company
Japan
$1.32M -$780K -4,000 -34%
Jane Street
463
Jane Street
New York
$1.32M -$23.1M -118,635 -94%
TWC
464
TD Waterhouse Canada
Ontario, Canada
$1.31M +$1.41M +7,251 +2,037%
PAS
465
Park Avenue Securities
New York
$1.31M +$180K +925 +14%
IAN
466
Integrated Advisors Network
Texas
$1.3M +$86K +441 +6%
CAM
467
Carret Asset Management
New York
$1.28M
GWM
468
Geneos Wealth Management
Colorado
$1.27M -$82.7K -424 -5%
CP
469
CenterBook Partners
Connecticut
$1.26M +$413K +2,115 +40%
EOJOAM
470
E. Ohman J:or Asset Management
Sweden
$1.26M -$117K -600 -8%
IIM
471
INTECH Investment Management
Florida
$1.25M +$747K +3,828 +110%
SIA
472
Strategic Investment Advisors
Michigan
$1.24M +$874K +4,481 +160%
HAG
473
HF Advisory Group
Maryland
$1.23M -$179K -916 -11%
CG
474
Caprock Group
Idaho
$1.23M +$816K +4,182 +138%
SCM
475
Suvretta Capital Management
New York
$1.22M