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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$152M
Puts
$145M
Net Calls
Net Calls Change

Top Buyers

1 +$329M
2 +$314M
3 +$221M
4
BlackRock
BlackRock
New York
+$169M
5
Harris Associates
Harris Associates
Illinois
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
701
BCS Private Wealth Management
New Jersey
$345K
BCG
702
Breakwater Capital Group
New Jersey
$343K
GTAM
703
Global Trust Asset Management
Florida
$342K
PFM
704
Patton Fund Management
Texas
$339K
HFS
705
Hantz Financial Services
Michigan
$339K
BB
706
Busey Bank
Illinois
$338K
LRIA
707
Leonard Rickey Investment Advisors
Washington
$336K
ATPW
708
Ashton Thomas Private Wealth
Arizona
$335K
BWS
709
Broadway Wealth Solutions
Texas
$335K
LOAMS
710
Lombard Odier Asset Management (Switzerland)
Switzerland
$334K
TAM
711
Trust Asset Management
Texas
$329K
KF
712
Krilogy Financial
Missouri
$328K
PWP
713
Principle Wealth Partners
Connecticut
$327K
IEFM
714
IQ EQ Fund Management
Ireland
$327K
PWS
715
Peterson Wealth Services
Utah
$325K
PA
716
Profund Advisors
Maryland
$323K
TCA
717
Transcend Capital Advisors
New Jersey
$321K
AA
718
ALPS Advisors
Colorado
$318K
FGI
719
Foresight Global Investors
New York
$316K
NAM
720
NorthCrest Asset Manangement
Minnesota
$316K
HWA
721
Heartwood Wealth Advisors
Virginia
$313K
MCA
722
MSH Capital Advisors
Arizona
$312K
BHC
723
Bull Harbor Capital
Maryland
$311K
AWAP
724
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$307K
VCM
725
Versant Capital Management
Arizona
$306K