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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
MMA
826
Miracle Mile Advisors
California
$201K -$12.7K -65 -5%
TPI
827
Trust Point Inc
Wisconsin
$201K -$23.6K -121 -9%
WBC
828
Westpac Banking Corp
Australia
$176K -$50.5K -259 -20%
HWA
829
Heritage Wealth Advisors
Virginia
$172K -$1.84M -9,430 -90%
SBFM
830
S-Bank Fund Management
Finland
$172K -$7.41K -38 -4%
LI
831
LRI Investments
Florida
$172K +$88K +451 +2%
KFA
832
Kelleher Financial Advisors
New York
$171K
PCM
833
Penserra Capital Management
California
$163K +$5.85K +30 +3%
MEG
834
Millstone Evans Group
Colorado
$159K
BG
835
Bollard Group
Massachusetts
$155K
AIM
836
Anchor Investment Management
South Carolina
$153K
MB
837
MidFirst Bank
Oklahoma
$153K +$780 +4 +0.4%
BAM
838
Byrne Asset Management
New Jersey
$152K -$984K -5,044 -85%
CSP
839
Cary Street Partners
Virginia
$146K +$2.15K +11 +1%
MG
840
Mather Group
Illinois
$141K +$162K +829 New
AA
841
Ancora Advisors
Ohio
$141K +$47.2K +242 +42%
AA
842
AlphaCentric Advisors
Puerto Rico
$140K +$8.78K +45 +6%
HI
843
Harbour Investments
Wisconsin
$140K +$32.6K +167 +26%
AIM
844
Axiom Investment Management
New York
$138K +$158K +812 New
TFIPS
845
Towarzystwo Funduszy Inwestycyjnych PZU SA
$138K -$25.4K -130 -14%
DCU
846
Dara Capital US
Florida
$134K +$9.56K +49 +7%
SWM
847
Spire Wealth Management
Virginia
$131K -$12.5K -64 -8%
CFO
848
CVA Family Office
Colorado
$127K +$17.2K +88 +13%
BG
849
Bellevue Group
Switzerland
$126K -$7.91M -40,527 -98%
OC
850
Oakworth Capital
Alabama
$122K -$20.9K -107 -13%