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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
AWP
1201
Accretive Wealth Partners
New Jersey
-$208K -921 Closed
CBB
1202
Citizens Business Bank
California
-$207K -919 Closed
FRA
1203
Frank Rimerman Advisors
California
-$206K -912 Closed
CI
1204
Conning Inc
Connecticut
-$204K -906 Closed
PCIA
1205
Prime Capital Investment Advisors
Kansas
-$204K -906 Closed
GF
1206
Gabelli Funds
New York
-$203K -900 Closed
SAM
1207
Secure Asset Management
Michigan
-$202K -896 Closed
VCMGDR
1208
Vinland Capital Management Gestora de Recursos
Brazil
-$138K -709 Closed
WWA
1209
Wealth Watch Advisors
Colorado
-$112K -495 Closed
Group One Trading
1210
Group One Trading
Illinois
-$91.7K -470 Closed
SIM
1211
Sentry Investment Management
Wisconsin
-$96K -428 Closed
CIAM
1212
Caitong International Asset Management
Hong Kong
-$66.3K -294 Closed
OC
1213
Optima Capital
Oregon
-$47.1K -209 Closed
LAS
1214
Lloyd Advisory Services
Georgia
-$44K -195 Closed
BOTPPF
1215
Board of the Pension Protection Fund
United Kingdom
-$22.5K -100 Closed
CNBTD
1216
Citizens National Bank Trust Department
Mississippi
-$22.5K -100 Closed
SA
1217
Strategic Advocates
Utah
-$22.8K -100 Closed
CWP
1218
Concord Wealth Partners
Virginia
-$21.4K -95 Closed
NIG
1219
NFJ Investment Group
Texas
-$20.5K -91 Closed
UBP
1220
Union Bancaire Privee
Switzerland
-$19.1K -84 Closed
CIAS
1221
CBIZ Investment Advisory Services
Ohio
-$16.9K -75 Closed
BW
1222
Bravera Wealth
North Dakota
-$15.6K -69 Closed
EW
1223
Elyxium Wealth
California
-$12.8K -57 Closed
PIS
1224
POM Investment Strategies
North Carolina
-$12.4K -55 Closed
GAFA
1225
Garton & Associates Financial Advisors
Kentucky
-$11.3K -50 Closed