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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
IWM
1226
IMG Wealth Management
Florida
-$10.1K -45 Closed
NWM
1227
Nova Wealth Management
Florida
-$9.47K -42 Closed
HHMI
1228
Howard Hughes Medical Institute
Maryland
-$8.12K -36 Closed
GWM
1229
Greenline Wealth Management
Florida
-$6.99K -31 Closed
CFS
1230
Compass Financial Services
Iowa
-$6.54K -29 Closed
AIC
1231
Archer Investment Corporation
Indiana
-$6.09K -27 Closed
RF
1232
Robinswood Financial
Washington
-$5.18K -23 Closed
PMFA
1233
Plante Moran Financial Advisors
Michigan
-$4.51K -20 Closed
VNA
1234
Valley National Advisers
Pennsylvania
-$3K -17 Closed
WW
1235
Winnow Wealth
Texas
-$3.84K -17 Closed
MSWM
1236
Mowery & Schoenfeld Wealth Management
Illinois
-$3.61K -16 Closed
PC
1237
Pier Capital
Connecticut
-$3.16K -14 Closed
FNWA
1238
Financial Network Wealth Advisors
Utah
-$1.58K -7 Closed
JFA
1239
JNBA Financial Advisors
Minnesota
-$1.35K -6 Closed
TPBG
1240
Turning Point Benefit Group
Maryland
-$1.35K -6 Closed
BIM
1241
Breakwater Investment Management
Washington
-$451 -2 Closed
LIA
1242
Luken Investment Analytics
Tennessee
-$451 -2 Closed
SFCL
1243
Strengthening Families & Communities LLC
Massachusetts
-$451 -2 Closed