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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
EWA
776
EP Wealth Advisors
California
$246K
AF
777
Allworth Financial
California
$245K
UB
778
UMB Bank
Missouri
$244K
FLII
779
First Long Island Investors
New York
$243K
AFG
780
Atomi Financial Group
New York
$242K
CIP
781
Castlefield Investment Partners
$242K
ST
782
Smithfield Trust
Pennsylvania
$241K
GC
783
Globeflex Capital
California
$240K
CTC
784
Central Trust Company
Missouri
$239K
PTP
785
Platform Technology Partners
New York
$239K
SVWAG
786
Sound View Wealth Advisors Group
Georgia
$238K
AC
787
AlphaCore Capital
California
$235K
SFC
788
SYM Financial Corp
Indiana
$235K
CFFP
789
Center for Financial Planning
Michigan
$234K
RA
790
Riverstone Advisors
Texas
$234K
PGFC
791
Peapack-Gladstone Financial Corp
New Jersey
$233K
NB
792
NBT Bank
New York
$233K
LGF
793
LGT Group Foundation
Liechtenstein
$232K
FFA
794
Fi3 Financial Advisors
Indiana
$230K
CAM
795
Cidel Asset Management
Ontario, Canada
$229K
FFA
796
Florida Financial Advisors
Florida
$227K
NWM
797
Northwest Wealth Management
Iowa
$226K
KFC
798
Klingenstein Fields & Co
New York
$225K
AWM
799
Angeles Wealth Management
California
$224K
AWA
800
ARQ Wealth Advisors
Arizona
$224K