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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
BPWM
701
BCS Private Wealth Management
New Jersey
$345K +$90.1K +462 +30%
BCG
702
Breakwater Capital Group
New Jersey
$343K -$23.6K -121 -6%
GTAM
703
Global Trust Asset Management
Florida
$342K -$21.9K -112 -5%
PFM
704
Patton Fund Management
Texas
$339K +$198K +1,013 +104%
HFS
705
Hantz Financial Services
Michigan
$339K +$293K +1,501 +309%
BB
706
Busey Bank
Illinois
$338K -$13.7K -70 -3%
LRIA
707
Leonard Rickey Investment Advisors
Washington
$336K +$31K +159 +9%
ATPW
708
Ashton Thomas Private Wealth
Arizona
$335K -$84.9K -435 -18%
BWS
709
Broadway Wealth Solutions
Texas
$335K +$52.1K +267 +16%
LOAMS
710
Lombard Odier Asset Management (Switzerland)
Switzerland
$334K +$382K +1,956 New
TAM
711
Trust Asset Management
Texas
$329K
KF
712
Krilogy Financial
Missouri
$328K -$380K -1,948 -51%
PWP
713
Principle Wealth Partners
Connecticut
$327K
IEFM
714
IQ EQ Fund Management
Ireland
$327K
PWS
715
Peterson Wealth Services
Utah
$325K -$17.8K -91 -5%
PA
716
Profund Advisors
Maryland
$323K -$171K -875 -32%
TCA
717
Transcend Capital Advisors
New Jersey
$321K -$50.5K -259 -12%
AA
718
ALPS Advisors
Colorado
$318K
FGI
719
Foresight Global Investors
New York
$316K +$25.4K +130 +8%
NAM
720
NorthCrest Asset Manangement
Minnesota
$316K -$432K -2,214 -55%
HWA
721
Heartwood Wealth Advisors
Virginia
$313K -$975 -5 -0.3%
MCA
722
MSH Capital Advisors
Arizona
$312K -$2.34K -12 -0.7%
BHC
723
Bull Harbor Capital
Maryland
$311K +$355K +1,821 New
AWAP
724
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$307K -$14.6K -75 -4%
VCM
725
Versant Capital Management
Arizona
$306K +$175K +895 +100%