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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
WC
1176
Wexford Capital
Florida
CWP
1177
Cyndeo Wealth Partners
Florida
BWP
1178
BSW Wealth Partners
Colorado
MCWA
1179
Meadow Creek Wealth Advisors
Georgia
DCM
1180
DGS Capital Management
New Jersey
BBP
1181
Banco BTG Pactual
Brazil
CA
1182
Cannon Advisors
North Carolina
WSFS
1183
Wilmington Savings Fund Society
Delaware
LA
1184
Lifeworks Advisors
Michigan
SOS
1185
Silver Oak Securities
Tennessee
PWM
1186
Power Wealth Management
Georgia
TAM
1187
Tocqueville Asset Management
New York
OR
1188
Olympiad Research
Connecticut
TWM
1189
Thrive Wealth Management
Pennsylvania
FMLI
1190
Fukoku Mutual Life Insurance
Japan
DE
1191
Diversified Enterprises
Delaware
JF
1192
JMN Financial
Ohio
CCA
1193
Childress Capital Advisors
Texas
Koshinski Asset Management
1194
Koshinski Asset Management
Illinois
CIM
1195
CIM Investment Management
Pennsylvania
CW
1196
CreativeOne Wealth
Kansas
TW
1197
TritonPoint Wealth
Maryland
AHL
1198
Abel Hall LLC
Louisiana
JSW
1199
Journey Strategic Wealth
New Jersey
SCM
1200
Shelton Capital Management
Colorado