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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
CAM
551
Claret Asset Management
Quebec, Canada
$772K
VI
552
Vestcor Inc
New Brunswick, Canada
$771K -$86.4K -443 -9%
HWM
553
HB Wealth Management
Georgia
$768K -$44.3K -227 -5%
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$758K
PA
555
PFG Advisors
Arizona
$758K +$58.5K +300 +7%
GFM
556
GF Fund Management
China
$756K
FPWM
557
FSB Premier Wealth Management
Iowa
$750K +$101K +519 +13%
TSS
558
Two Sigma Securities
New York
$745K -$998K -5,116 -54%
VSQM
559
V-Square Quantitative Management
Illinois
$737K +$74.7K +383 +10%
VDC
560
Van Diest Capital
Iowa
$732K +$156K +799 +23%
TAM
561
Trillium Asset Management
Massachusetts
$720K -$32K -164 -4%
DAS
562
Dynamic Advisor Solutions
Arizona
$717K +$25K +128 +3%
AWA
563
Arkadios Wealth Advisors
Georgia
$712K +$290K +1,485 +55%
CCM
564
Coldstream Capital Management
Washington
$697K -$95.6K -490 -11%
TWA
565
Tulsa Wealth Advisors
Oklahoma
$697K -$339K -1,737 -30%
MA
566
Montag & Associates
Georgia
$697K -$56.4K -289 -7%
SW
567
SVB Wealth
Massachusetts
$690K -$203K -1,038 -20%
B
568
Birchbrook
Maine
$687K -$53.5K -274 -6%
SOW
569
State of Wyoming
Wyoming
$685K -$24.2K -124 -3%
VAS
570
Vestmark Advisory Solutions
Massachusetts
$668K +$569K +2,916 +291%
RDFA
571
Ritter Daniher Financial Advisory
Ohio
$660K -$38.6K -198 -5%
CT
572
Clearstead Trust
Maine
$660K -$52.7K -270 -7%
FHA
573
Flagship Harbor Advisors
Massachusetts
$655K -$107K -550 -13%
CIA
574
Choate Investment Advisors
Massachusetts
$655K -$1.27M -6,516 -63%
MCA
575
Magnolia Capital Advisors
Mississippi
$649K -$81.9K -420 -10%