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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
BHWM
851
Bay Harbor Wealth Management
Maryland
$121K +$21.5K +110 +18%
PWPS
852
Pinnacle Wealth Planning Services
Ohio
$118K +$37.7K +193 +39%
AUB
853
Atlantic Union Bankshares
Virginia
$118K +$3.51K +18 +2%
LS
854
Livforsakringsbolaget Skandia
Sweden
$108K
TWD
855
True Wealth Design
Ohio
$107K -$23.6K -121 -16%
WWM
856
Wolff Wiese Magana
California
$103K
WG
857
Wellington Group
Indiana
$102K +$116K +597 New
CH
858
Cromwell Holdings
Wyoming
$98.2K
LFG
859
Larson Financial Group
Missouri
$89K +$51.3K +263 +102%
JWA
860
JFS Wealth Advisors
Pennsylvania
$81.5K -$26.1K -134 -17%
PFBT
861
Parkside Financial Bank & Trust
Missouri
$80.8K +$8.19K +42 +10%
TFA
862
Transamerica Financial Advisors
Florida
$80.8K -$4.1K -21 -4%
OL
863
OneFund LLC
Florida
$80.5K -$10.9K -56 -11%
IWS
864
Intentional Wealth Strategies
Colorado
$79.5K +$90.9K +466 New
BFPW
865
BOK Financial Private Wealth
Colorado
$78.8K
AF
866
Abound Financial
California
$77.9K
WPA
867
Wealth Preservation Advisors
Tennessee
$77.3K -$2.54K -13 -3%
DJSG
868
D.J. St. Germain
Massachusetts
$76.9K
BTI
869
Blue Trust Inc
Georgia
$75.4K -$18.5K -95 -18%
RIL
870
Rothschild Investment LLC
Illinois
$75.2K -$91.5K -469 -52%
HC
871
Hara Capital
Washington
$75K +$19.5K +100 +29%
DMBA
872
Deseret Mutual Benefit Administrators
Utah
$72.3K +$41.8K +214 +102%
PAM
873
Paradigm Asset Management
New York
$67.9K
QC
874
Quent Capital
New York
$66.9K -$16.2K -83 -17%
CIM
875
Contravisory Investment Management
Massachusetts
$64.6K +$73.9K +379 New