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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 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $152M | Put options by funds: $145M

3% more repeat investments, than reductions

Existing positions increased: 414 | Existing positions reduced: 401

2.1% less ownership

Funds ownership: 94.45%92.35% (-2.1%)

7% less funds holding

Funds holding: 1,1431,065 (-78)

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: 178

Holders
1,065
Holders Change
-78
Holders Change %
-6.82%
% of All Funds
13.12%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.14%
New
119
Increased
414
Reduced
401
Closed
178
Calls
$152M
Puts
$145M
Net Calls
+$7.54M
Net Calls Change
-$50.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1176
Wexford Capital
Florida
-$233K -1,032 Closed
CWP
1177
Cyndeo Wealth Partners
Florida
-$232K -1,030 Closed
BWP
1178
BSW Wealth Partners
Colorado
-$230K -1,019 Closed
MCWA
1179
Meadow Creek Wealth Advisors
Georgia
-$229K -1,017 Closed
DCM
1180
DGS Capital Management
New Jersey
-$227K -1,009 Closed
BBP
1181
Banco BTG Pactual
Brazil
-$225K -1,000 Closed
CA
1182
Cannon Advisors
North Carolina
-$241K -1,000 Closed
WSFS
1183
Wilmington Savings Fund Society
Delaware
-$225K -1,000 Closed
LA
1184
Lifeworks Advisors
Michigan
-$225K -997 Closed
SOS
1185
Silver Oak Securities
Tennessee
-$224K -984 Closed
PWM
1186
Power Wealth Management
Georgia
-$221K -979 Closed
TAM
1187
Tocqueville Asset Management
New York
-$220K -977 Closed
OR
1188
Olympiad Research
Connecticut
-$220K -975 Closed
TWM
1189
Thrive Wealth Management
Pennsylvania
-$218K -968 Closed
FMLI
1190
Fukoku Mutual Life Insurance
Japan
-$218K -966 Closed
DE
1191
Diversified Enterprises
Delaware
-$218K -965 Closed
JF
1192
JMN Financial
Ohio
-$217K -962 Closed
CCA
1193
Childress Capital Advisors
Texas
-$216K -959 Closed
Koshinski Asset Management
1194
Koshinski Asset Management
Illinois
-$216K -959 Closed
CIM
1195
CIM Investment Management
Pennsylvania
-$215K -955 Closed
CW
1196
CreativeOne Wealth
Kansas
-$214K -951 Closed
TW
1197
TritonPoint Wealth
Maryland
-$212K -940 Closed
AHL
1198
Abel Hall LLC
Louisiana
-$211K -937 Closed
JSW
1199
Journey Strategic Wealth
New Jersey
-$209K -927 Closed
SCM
1200
Shelton Capital Management
Colorado
-$209K -925 Closed