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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
SWP
476
Stratos Wealth Partners
Ohio
$1.22M -$145K -744 -9%
HCP
477
Holt Capital Partners
Texas
$1.2M +$32K +164 +2%
MSE
478
MUFG Securities EMEA
United Kingdom
$1.19M
TMAM
479
Tokio Marine Asset Management
Japan
$1.19M +$100K +513 +8%
DBIA
480
Dumont & Blake Investment Advisors
New Jersey
$1.18M +$1.34M +6,890 New
KCM
481
Kennedy Capital Management
Missouri
$1.16M -$6.44K -33 -0.5%
N
482
Numerai
California
$1.15M +$660K +3,384 +100%
MF
483
Milford Funds
$1.15M -$26.5M -135,616 -95%
AG
484
AlTi Global
New York
$1.13M +$3.12K +16 +0.2%
AI
485
Arvest Investments
Arkansas
$1.12M -$8.19K -42 -0.6%
ETC
486
Exchange Traded Concepts
Oklahoma
$1.11M +$137K +704 +12%
NB
487
Nicolet Bankshares
Wisconsin
$1.08M +$1.24M +6,339 New
NSAM
488
North Star Asset Management
Wisconsin
$1.08M +$15.6K +80 +1%
BBVA
489
Banco Bilbao Vizcaya Argentaria
Spain
$1.07M -$6.63K -34 -0.5%
SCB
490
Saudi Central Bank
Saudi Arabia
$1.07M +$1.23M +6,286 New
SA
491
SPWM Advisors
Michigan
$1.06M -$110K -565 -9%
PCM
492
Parsons Capital Management
Rhode Island
$1.05M -$149K -764 -11%
EF
493
Empirical Finance
Pennsylvania
$1.05M -$3.12K -16 -0.3%
PAG
494
Private Advisor Group
New Jersey
$1.05M -$20.7K -106 -2%
SWP
495
Sagespring Wealth Partners
Tennessee
$1.05M +$3.12K +16 +0.3%
AAM
496
Advisors Asset Management
Colorado
$1.04M -$45.7K -234 -4%
EPW
497
Evolve Private Wealth
California
$1.04M -$4.68K -24 -0.4%
MYIA
498
Mount Yale Investment Advisors
Colorado
$1.03M +$982K +5,032 +489%
MIF
499
Mediolanum International Funds
Ireland
$1.03M -$21.1M -107,939 -95%
FCM
500
Fairbanks Capital Management
California
$1.02M -$28.5K -146 -2%