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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
EWA
776
EP Wealth Advisors
California
$246K +$66.9K +343 +31%
AF
777
Allworth Financial
California
$245K -$172K -882 -38%
UB
778
UMB Bank
Missouri
$244K +$116K +593 +71%
FLII
779
First Long Island Investors
New York
$243K
AFG
780
Atomi Financial Group
New York
$242K +$6.63K +34 +2%
CIP
781
Castlefield Investment Partners
$242K +$130K +666 +89%
ST
782
Smithfield Trust
Pennsylvania
$241K +$15.2K +78 +6%
GC
783
Globeflex Capital
California
$240K
CTC
784
Central Trust Company
Missouri
$239K -$1.17K -6 -0.4%
PTP
785
Platform Technology Partners
New York
$239K +$68.7K +352 +34%
SVWAG
786
Sound View Wealth Advisors Group
Georgia
$238K -$12.9K -66 -5%
AC
787
AlphaCore Capital
California
$235K -$12.9K -66 -5%
SFC
788
SYM Financial Corp
Indiana
$235K -$53.7K -275 -17%
CFFP
789
Center for Financial Planning
Michigan
$234K
RA
790
Riverstone Advisors
Texas
$234K +$29.1K +149 +12%
PGFC
791
Peapack-Gladstone Financial Corp
New Jersey
$233K -$171K -877 -39%
NB
792
NBT Bank
New York
$233K +$5.07K +26 +2%
LGF
793
LGT Group Foundation
Liechtenstein
$232K +$390 +2 +0.1%
FFA
794
Fi3 Financial Advisors
Indiana
$230K -$67.9K -348 -21%
CAM
795
Cidel Asset Management
Ontario, Canada
$229K +$57.2K +293 +28%
FFA
796
Florida Financial Advisors
Florida
$227K -$15.6K -80 -6%
NWM
797
Northwest Wealth Management
Iowa
$226K -$70.2K -360 -21%
KFC
798
Klingenstein Fields & Co
New York
$225K
AWM
799
Angeles Wealth Management
California
$224K +$17K +87 +7%
AWA
800
ARQ Wealth Advisors
Arizona
$224K +$256K +1,311 New