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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
HA
601
Herold Advisors
New York
$546K
OPWM
602
Oregon Pacific Wealth Management
Oregon
$537K +$95.6K +490 +18%
CCIA
603
Campbell & Co Investment Adviser
Maryland
$533K +$43.5K +223 +8%
CP
604
Camelot Portfolios
Ohio
$532K -$21.1K -108 -3%
LSA
605
Leonteq Securities AG
Switzerland
$531K +$88.6K +454 +17%
FHC
606
First Horizon Corporation
Tennessee
$527K +$416K +2,132 +222%
TE
607
Tema ETFs
New York
$525K +$71.2K +365 +13%
MAS
608
Meeder Advisory Services
Ohio
$524K -$15.8K -81 -3%
S
609
SignatureFD
Georgia
$524K -$88.4K -453 -13%
AG
610
AIA Group
Hong Kong
$522K +$598K +3,063 New
VNIM
611
Vaughan Nelson Investment Management
Texas
$521K -$37.5M -192,110 -98%
WA
612
Waverly Advisors
Alabama
$518K -$175K -898 -23%
IC
613
Inscription Capital
Texas
$516K +$341K +1,749 +137%
CAM
614
Cresset Asset Management
Illinois
$515K +$73.6K +377 +14%
AGM
615
Alpine Global Management
New York
$514K +$588K +3,012 New
SCI
616
S&CO Inc
Massachusetts
$511K
AC
617
Aristeia Capital
Connecticut
$509K +$297K +1,520 +104%
T. Rowe Price Investment Management
618
T. Rowe Price Investment Management
Maryland
$506K +$75.5K +387 +15%
EWA
619
EverSource Wealth Advisors
Alabama
$504K -$125K -641 -18%
CCM
620
Corsair Capital Management
New York
$502K -$58.5K -300 -9%
PAW
621
Plan A Wealth
Nebraska
$499K +$33K +169 +6%
GI
622
GAMMA Investing
California
$497K -$166K -850 -23%
NERM
623
New England Research & Management
Illinois
$491K -$429K -2,200 -43%
GT
624
Greenleaf Trust
Michigan
$491K +$123K +629 +28%
BCM
625
Brookstone Capital Management
Illinois
$487K -$14.6K -75 -3%