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
VFA
1151
Valeo Financial Advisors
Indiana
WANY
1152
Wealthspire Advisors (New York)
New York
IWA
1153
Icon Wealth Advisors
Texas
WC
1154
Waterloo Capital
Texas
BFIM
1155
Beese Fulmer Investment Management
Ohio
AO
1156
Advisor OS
Illinois
KAM
1157
Knightsbridge Asset Management
California
KRW
1158
Kaufman Rossin Wealth
Florida
HW
1159
Hamilton Wealth
California
QFW
1160
QTR Family Wealth
Florida
HCM
1161
Howard Capital Management
Georgia
HNWAG
1162
High Net Worth Advisory Group
Florida
TWM
1163
Trueblood Wealth Management
Ohio
SAM
1164
Seelaus Asset Management
New Jersey
WCP
1165
Wick Capital Partners
Pennsylvania
NRC
1166
New Republic Capital
North Carolina
AI
1167
Accredited Investors
Minnesota
FI
1168
Financial Insights
Washington
WIC
1169
Woodmont Investment Counsel
Tennessee
RCA
1170
Resonant Capital Advisors
Wisconsin
DS
1171
DRW Securities
Illinois
MWM
1172
Modern Wealth Management
Kansas
AFAS
1173
Acorn Financial Advisory Services
Virginia
FNB
1174
Farmers National Bank
Kentucky
SIA
1175
Soltis Investment Advisors
Utah