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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
NRG
876
Nemes Rush Group
Michigan
$63.6K
Marshall Wace
877
Marshall Wace
United Kingdom
$61.4K
ZBNA
878
Zions Bancorporation, National Association
Utah
$60.5K
CSPIA
879
Cary Street Partners Investment Advisory
Virginia
$60.5K
SGK
880
Steigerwald Gordon & Koch
Virginia
$59.7K
BGAI
881
Bruce G. Allen Investments
Colorado
$59.2K
PTC
882
Private Trust Company
Ohio
$57.8K
SC
883
Steph & Co
Wisconsin
$57K
CB
884
Community Bank
New York
$55.1K
MCM
885
MV Capital Management
Maryland
$54.7K
JFGIW
886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$49K
SS
887
SBI Securities
Japan
$45K
WSFG
888
Wall Street Financial Group
Illinois
$44.5K
RFP
889
Root Financial Partners
California
$43.3K
OCWP
890
Owl Creek Wealth Partners
Colorado
$43.1K
KFAS
891
Keating Financial Advisory Services
Kansas
$42.8K
OWA
892
Opal Wealth Advisors
New York
$38.2K
BC
893
Bayforest Capital
United Kingdom
$38K
SEP
894
Signature Equity Partners
Ohio
$35.6K
PWAM
895
Private Wealth Asset Management
Iowa
$34.3K
HPC
896
HM Payson & Co
Maine
$34.1K
TLFA
897
True Link Financial Advisors
California
$33.6K
PPC
898
Park Place Capital
Alabama
$33.4K
GKIM
899
GW&K Investment Management
Massachusetts
$33K
ANBT
900
American National Bank & Trust
Texas
$29.7K