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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
CI
726
CX Institutional
Indiana
$304K +$3.32K +17 +1%
CF
727
Centaurus Financial
California
$303K -$64.8K -332 -16%
CWS
728
Cypress Wealth Services
California
$301K +$12.3K +63 +4%
OCA
729
OpenArc Corporate Advisory
Georgia
$299K +$88.6K +454 +35%
VCM
730
Virtue Capital Management
Tennessee
$296K -$17.6K -90 -5%
CAP
731
Cordoba Advisory Partners
New York
$293K +$82.3K +422 +32%
ERSOT
732
Employees Retirement System of Texas
Texas
$293K
WPWM
733
Western Pacific Wealth Management
Illinois
$292K +$169K +868 +103%
WWC
734
Waypoint Wealth Counsel
Georgia
$292K -$54.2K -278 -14%
OAM
735
Ostrum Asset Management
France
$291K -$807K -4,134 -71%
GIA
736
Gladstone Institutional Advisory
Florida
$287K +$22.6K +116 +7%
SAM
737
Smartleaf Asset Management
Massachusetts
$286K +$72.8K +373 +28%
TC
738
Tannin Capital
North Carolina
$285K
LWIC
739
Leith Wheeler Investment Counsel
British Columbia, Canada
$285K +$326K +1,671 New
SCM
740
SOL Capital Management
Maryland
$281K +$363K +1,861 New
HIP
741
HUB Investment Partners
Texas
$280K +$140K +717 +78%
MWM
742
Meridian Wealth Management
Kentucky
$277K +$195 +1 +0.1%
CCA
743
Checchi Capital Advisers
California
$275K +$62.2K +319 +25%
CI
744
Cigna Investments
Connecticut
$274K
CUAMC
745
China Universal Asset Management Company
China
$273K +$312K +1,600 New
CCM
746
Chiron Capital Management
Florida
$273K +$312K +1,600 New
KCM
747
KRS Capital Management
Michigan
$272K
A
748
Allianz
Germany
$271K -$297K -1,520 -49%
FTWA
749
Fifth Third Wealth Advisors
Ohio
$271K +$31.6K +162 +11%
FIA
750
Foundations Investment Advisors
Arizona
$270K +$585 +3 +0.2%