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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
PWMG
951
Private Wealth Management Group
New Jersey
$9.55K
GWSA
952
Global Wealth Strategies & Associates
Colorado
$9.38K
RA
953
Rational Advisors
New York
$9.21K
GXJ
954
Global X Japan
Japan
$9.21K
KG
955
Kilter Group
New York
$8.87K
BCM
956
Boreal Capital Management
Florida
$8.53K
FFA
957
Frazier Financial Advisors
Ohio
$8.53K
FMP
958
Financial Management Professionals
Texas
$8.36K
MCA
959
Midwest Capital Advisors
Michigan
$8.36K
PWA
960
Physician Wealth Advisors
Utah
$8.19K
EWP
961
Elevation Wealth Partners
California
$8.19K
GSWM
962
Golden State Wealth Management
California
$7.5K
T
963
Transce3nd
Texas
$7.5K
WA
964
Whipplewood Advisors
Colorado
$7.16K
HIA
965
Harbor Investment Advisory
Maryland
$6.99K
AP
966
Aspect Partners
Virginia
$6.82K
KFP
967
Kerr Financial Planning
California
$6.54K
AF
968
Alerus Financial
North Dakota
$6.31K
HWP
969
Highline Wealth Partners
California
$6.31K
BIA
970
Bell Investment Advisors
California
$6.14K
WAG
971
Wilkerson Advisory Group
Missouri
$6.14K
SWM
972
SHP Wealth Management
Massachusetts
$6.04K
CAL
973
Capital Analysts LLC
Pennsylvania
$6K
CAL
974
Capital Advisors Ltd
Ohio
$6K
CWA
975
Carolina Wealth Advisors
South Carolina
$5.63K