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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
IAAG
926
Innovative Asset Advisors Group
Connecticut
$18.8K
MAM
927
Meeder Asset Management
Ohio
$18.4K
JWM
928
JPL Wealth Management
Colorado
$18.1K
CCWM
929
Cassaday & Co Wealth Management
Virginia
$17.6K
SL
930
Salomon & Ludwin
Virginia
$17.2K
ACA
931
Atlas Capital Advisors
Wyoming
$17.1K
CAM
932
Costello Asset Management
Pennsylvania
$17.1K
DSC
933
Duncker Streett & Co
Missouri
$17.1K
PB
934
Pinnacle Bancorp
Nebraska
$16.9K
AWM
935
Activest Wealth Management
Florida
$16.7K
GCM
936
Gunpowder Capital Management
Maryland
$14.8K
FCAS
937
First Command Advisory Services
Texas
$14.2K
OPTFSNA
938
Old Point Trust & Financial Services N A
Virginia
$14K
VWM
939
Vermillion Wealth Management
Minnesota
$13.6K
FFO
940
Fortitude Family Office
Arizona
$13.5K
AFC
941
Ares Financial Consulting
California
$13.1K
ADL
942
Asset Dedication LLC
California
$12.3K
RTL
943
Red Tortoise LLC
Georgia
$11.8K
KAS
944
Kemnay Advisory Services
New York
$11.4K
ME
945
McIlrath & Eck
Washington
$11.1K
SR
946
Swiss Re
Switzerland
$11.1K
CT
947
Colonial Trust
South Carolina
$10.7K
S
948
Sachetta
Massachusetts
$10.3K
MPW
949
MASECO Private Wealth
$10.2K
AW
950
Avion Wealth
Texas
$10K