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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
AWP
1201
Accretive Wealth Partners
New Jersey
CBB
1202
Citizens Business Bank
California
FRA
1203
Frank Rimerman Advisors
California
CI
1204
Conning Inc
Connecticut
PCIA
1205
Prime Capital Investment Advisors
Kansas
GF
1206
Gabelli Funds
New York
SAM
1207
Secure Asset Management
Michigan
VCMGDR
1208
Vinland Capital Management Gestora de Recursos
Brazil
WWA
1209
Wealth Watch Advisors
Colorado
Group One Trading
1210
Group One Trading
Illinois
SIM
1211
Sentry Investment Management
Wisconsin
CIAM
1212
Caitong International Asset Management
Hong Kong
OC
1213
Optima Capital
Oregon
LAS
1214
Lloyd Advisory Services
Georgia
BOTPPF
1215
Board of the Pension Protection Fund
United Kingdom
CNBTD
1216
Citizens National Bank Trust Department
Mississippi
SA
1217
Strategic Advocates
Utah
CWP
1218
Concord Wealth Partners
Virginia
NIG
1219
NFJ Investment Group
Texas
UBP
1220
Union Bancaire Privee
Switzerland
CIAS
1221
CBIZ Investment Advisory Services
Ohio
BW
1222
Bravera Wealth
North Dakota
EW
1223
Elyxium Wealth
California
PIS
1224
POM Investment Strategies
North Carolina
GAFA
1225
Garton & Associates Financial Advisors
Kentucky