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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
MAM
1026
Marquette Asset Management
Minnesota
$1.71K
AA
1027
Addison Advisors
Vermont
$1.71K
MWM
1028
Mascoma Wealth Management
New Hampshire
$1.71K
RS
1029
Rakuten Securities
Japan
$1.71K
BH
1030
Burk Holdings
Oklahoma
$1.71K
RWS
1031
Retirement Wealth Solutions
Wisconsin
$1.53K
CWP
1032
Clark Wealth Partners
Illinois
$1.36K
WA
1033
WPG Advisers
Maryland
$1.36K
SIS
1034
Sound Income Strategies
Florida
$1.21K
WA
1035
WestEnd Advisors
North Carolina
$1.19K
ACA
1036
American Capital Advisory
Idaho
$1.19K
MA
1037
MCF Advisors
Kentucky
$1.02K
1CP
1038
1015 Capital Partners
Pennsylvania
$1.02K
PMAM
1039
Picton Mahoney Asset Management
Ontario, Canada
$853
HIA
1040
HFM Investment Advisors
New Jersey
$853
APW
1041
Aventura Private Wealth
Florida
$853
HFS
1042
Horizon Financial Services
North Carolina
$853
TCM
1043
TD Capital Management
Tennessee
$853
IAS
1044
IMA Advisory Services
Colorado
$852
BW
1045
Basepoint Wealth
Iowa
$682
HCM
1046
Hollencrest Capital Management
California
$682
TC
1047
Trust Company
Kansas
$682
DCM
1048
Davis Capital Management
Florida
$682
DF
1049
Dunhill Financial
United Kingdom
$580
BHWM
1050
Beaird Harris Wealth Management
Texas
$533