We are live on ! Find out more

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
TSMHT
1001
Thurston Springer Miller Herd & Titak
Indiana
$3.41K
CFM
1002
Cornerstone Financial Management
Massachusetts
$3.24K
SIC
1003
SJS Investment Consulting
Ohio
$3.07K
DWM
1004
Dogwood Wealth Management
Kansas
$3.07K
DPW
1005
DiNuzzo Private Wealth
Pennsylvania
$3.07K
BFS
1006
Bare Financial Services
Pennsylvania
$3.07K
TFM
1007
TFC Financial Management
Massachusetts
$3.07K
RBC
1008
Roble Belko & Company
Pennsylvania
$3K
CA
1009
CoreCap Advisors
Michigan
$2.9K
SGFG
1010
Silver Grove Financial Group
New York
$2.9K
BCWM
1011
Bartlett & Co Wealth Management
Ohio
$2.74K
MS
1012
Monetary Solutions
Ohio
$2.73K
PSB
1013
Piscataqua Savings Bank
New Hampshire
$2.73K
RWM
1014
Rialto Wealth Management
New York
$2.56K
TM
1015
Torren Management
California
$2.56K
KCM
1016
Key Capital Management
Tennessee
$2.22K
SMBT
1017
Southern Michigan Bank & Trust
Michigan
$2.22K
MFT
1018
Moisand Fitzgerald Tamayo
Florida
$2.05K
PWMG
1019
Prestige Wealth Management Group
New Jersey
$2.05K
CSC
1020
Caldwell Sutter Capital
California
$2.05K
GBT
1021
Grove Bank & Trust
Florida
$2.05K
VNT
1022
Vanguard National Trust
Pennsylvania
$2.05K
FG
1023
Fairman Group
Pennsylvania
$1.88K
CFG
1024
Clayton Financial Group
Missouri
$1.88K
NL
1025
NVWM LLC
Pennsylvania
$1.88K