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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
CPG
901
Cornerstone Planning Group
New Jersey
$29.6K +$6.44K +33 +24%
P
902
Palladiem
Pennsylvania
$29.4K
CFB
903
Cullen/Frost Bankers
Texas
$29.3K +$24.2K +124 +258%
TCOT
904
Trust Company of Toledo
Ohio
$29.2K +$585 +3 +2%
HHCP
905
Hilton Head Capital Partners
South Carolina
$28.5K +$1.95K +10 +6%
GWM
906
Gilpin Wealth Management
Colorado
$27.3K +$7.8K +40 +33%
MWPCG
907
Measured Wealth Private Client Group
New Hampshire
$26.9K
CFD
908
Creative Financial Designs
Indiana
$26.8K -$390 -2 -1%
WIM
909
Westside Investment Management
California
$26.5K
AF
910
Advisornet Financial
Minnesota
$25.9K -$1.17K -6 -4%
CTA
911
Colonial Trust Advisors
South Carolina
$25.6K
GSEP
912
Golden State Equity Partners
California
$25.2K +$28.9K +148 New
FFL
913
Financial Freedom LLC
Ohio
$24.9K +$28.5K +146 New
BGA
914
Battery Global Advisors
Massachusetts
$24K -$2.46M -12,619 -99%
TPWA
915
Twin Peaks Wealth Advisors
California
$23.2K +$26.5K +136 New
EWM
916
Evolution Wealth Management
Florida
$22.5K +$25.8K +132 New
CW
917
CrossGen Wealth
North Carolina
$21.5K
DWP
918
Destiny Wealth Partners
Florida
$21.1K +$24.2K +124 New
IAIM
919
International Assets Investment Management
Florida
$20.7K +$195 +1 +0.8%
FMII
920
Farmers & Merchants Investments Inc
Nebraska
$20.6K -$195 -1 -0.8%
Q1WB
921
Quest 10 Wealth Builders
Virginia
$20.5K
BWL
922
Bogart Wealth LLC
Virginia
$20.3K +$1.37K +7 +6%
MCM
923
Manchester Capital Management
Vermont
$20.1K -$2.15K -11 -9%
C
924
Covestor
United Kingdom
$19K -$17.6K -90 -45%
AWM
925
Ameliora Wealth Management
Switzerland
$18.9K