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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
KPWS
676
Kestra Private Wealth Services
Texas
$380K +$435K +2,230 New
KCIC
677
Kuhn & Co Investment Counsel
Illinois
$379K
PIMJS
678
PKO Investment Management Joint-Stock
Poland
$375K
FGC
679
First Growth Capital
Maryland
$375K +$13.3K +68 +3%
FI
680
Fosun International
China
$374K +$428K +2,193 New
AFM
681
Armstrong Fleming & Moore
District of Columbia
$372K +$585 +3 +0.1%
SC
682
SummitTX Capital
Texas
$368K -$1.61M -8,273 -79%
BP
683
Ballentine Partners
Massachusetts
$365K -$74.5K -382 -15%
IRC
684
Investors Research Corp
Georgia
$364K
RWPA
685
Richard W. Paul & Associates
Michigan
$364K -$1.17K -6 -0.3%
AIM
686
Access Investment Management
Georgia
$363K +$3.9K +20 +0.9%
Acadian Asset Management
687
Acadian Asset Management
Massachusetts
$362K -$545K -2,796 -57%
IWA
688
IVC Wealth Advisors
Pennsylvania
$361K -$780 -4 -0.2%
EW
689
Evoke Wealth
California
$357K -$27.9K -143 -6%
PWC
690
Pathfinder Wealth Consulting
North Carolina
$355K +$406K +2,080 New
RG
691
Rathbones Group
United Kingdom
$353K
FLPIM
692
F.L. Putnam Investment Management
Massachusetts
$352K +$585 +3 +0.1%
FMI
693
Frec Markets Inc
California
$351K +$60.9K +312 +18%
SCP
694
Sivia Capital Partners
California
$350K -$1.01M -5,181 -72%
HP
695
Haven Private
Florida
$348K +$21.5K +110 +6%
IRP
696
Investment Research Partners
Pennsylvania
$347K -$6.05K -31 -2%
OP
697
Oslo Pensjonsforsikring
$347K +$397K +2,034 New
IAA
698
Independent Advisor Alliance
North Carolina
$347K -$49.2K -252 -11%
ACS
699
Archford Capital Strategies
Illinois
$346K -$40.8K -209 -9%
PMG
700
ProVise Management Group
Florida
$346K +$57.2K +293 +17%