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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
FCBT
801
First Citizens Bank & Trust
North Carolina
$221K -$20.9K -107 -8%
FA
802
FDx Advisors
Illinois
$221K +$252K +1,293 New
IPW
803
Impact Partnership Wealth
Georgia
$221K -$59.3K -304 -19%
NRW
804
Nova R Wealth
Kansas
$218K +$10.7K +55 +4%
RAM
805
RWC Asset Management
United Kingdom
$216K +$5.85K +30 +2%
HNB
806
Huntington National Bank
Ohio
$213K +$1.37K +7 +0.6%
CNB
807
Camden National Bank
Maine
$212K +$23.8K +122 +11%
TWM
808
TRB Wealth Management
Texas
$212K +$242K +1,241 New
MWP
809
Meriwether Wealth & Planning
Louisiana
$211K +$242K +1,239 New
AC
810
Apella Capital
Connecticut
$211K +$11.3K +58 +5%
DW30
811
Drucker Wealth 3.0
New Jersey
$211K +$195 +1 +0.1%
EFG
812
Ethos Financial Group
Pennsylvania
$210K
LFAS
813
Level Four Advisory Services
Texas
$210K +$4.1K +21 +2%
IFU
814
iSAM Funds (UK)
United Kingdom
$209K -$486K -2,493 -67%
CCM
815
Coerente Capital Management
Ontario, Canada
$209K
IBOK
816
Independence Bank of Kentucky
Kentucky
$209K +$4.1K +21 +2%
BC
817
Bridgefront Capital
Texas
$209K +$239K +1,225 New
PPWP
818
Premier Path Wealth Partners
New Jersey
$208K -$54.8K -281 -19%
AGP
819
Aspire Growth Partners
Florida
$207K -$5.46K -28 -2%
SIC
820
Salem Investment Counselors
North Carolina
$206K -$58.5K -300 -20%
EAM
821
Erste Asset Management
Austria
$204K -$12.6M -64,514 -98%
MPWT
822
MassMutual Private Wealth & Trust
Connecticut
$204K -$15.4K -79 -6%
GIA
823
Gateway Investment Advisers
Ohio
$203K -$6.82M -34,978 -97%
OWA
824
One Wealth Advisors
California
$201K +$18.5K +95 +9%
WS
825
Wedbush Securities
California
$201K +$42.1K +216 +22%