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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
IIM
576
Intact Investment Management
Quebec, Canada
$648K +$741K +3,800 New
BBHC
577
Brown Brothers Harriman & Co
New York
$643K +$331K +1,699 +82%
KA
578
Kintegral Advisory
New York
$637K -$32.4K -166 -4%
JSAM
579
J. Safra Asset Management
New York
$634K +$62.6K +321 +9%
BF
580
BOK Financial
Oklahoma
$622K -$23.4K -120 -3%
OWA
581
Outlook Wealth Advisors
Texas
$622K -$22.2K -114 -3%
AFCM
582
Applied Finance Capital Management
Puerto Rico
$620K +$72.8K +373 +11%
VIS
583
Vega Investment Solutions
France
$619K +$173K +889 +32%
SIC
584
Sterling Investment Counsel
New York
$616K +$54K +277 +8%
CL
585
CSS LLC
Illinois
$614K +$458K +2,350 +188%
LWCFA
586
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$612K -$149K -764 -17%
C1AG
587
Client 1st Advisory Group
Florida
$612K -$45.3K -232 -6%
Bessemer Group
588
Bessemer Group
New Jersey
$608K +$281K +1,440 +68%
Walleye Trading
589
Walleye Trading
New York
$608K +$695K +3,564 New
SC
590
Syon Capital
California
$602K +$461K +2,361 +202%
PA
591
Parallel Advisors
California
$593K -$37.3K -191 -5%
TW
592
Tempo Wealth
Ohio
$593K
IWAO
593
Independence Wealth Advisors (Ohio)
Ohio
$590K -$52.9K -271 -7%
CPCPP
594
Canada Post Corporation Pension Plan
Canada
$588K -$81K -415 -11%
BFG
595
Beacon Financial Group
Texas
$577K +$11.3K +58 +2%
KAS
596
Kestra Advisory Services
Texas
$575K -$689K -3,531 -51%
RCM
597
Ratan Capital Management
Florida
$570K
DIP
598
Davis Investment Partners
North Carolina
$553K +$632K +3,240 New
T
599
TOBAM
France
$551K +$630K +3,229 New
LOIM
600
Liberty One Investment Management
Illinois
$549K +$62.8K +322 +11%