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CVS Health

1,861 hedge funds and large institutions have $79.3B invested in CVS Health in 2026 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 722 increasing their positions, 744 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

12% less capital invested

Capital invested by funds: $89.8B → $79.3B (-$10.6B)

21% less first-time investments, than exits

New positions opened: 155 | Existing positions closed: 196

27% less funds holding in top 10

Funds holding in top 10: 2619 (-7)

Holders
1,861
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55B
Puts
$1.06B
Net Calls
Net Calls Change

Top Buyers

1 +$738M
2 +$614M
3 +$565M
4
BlackRock
BlackRock
New York
+$379M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$363M

Top Sellers

1 -$940M
2 -$827M
3 -$757M
4
DZ Bank
DZ Bank
Germany
-$351M
5
Millennium Management
Millennium Management
New York
-$252M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
651
Foundations Investment Advisors
Arizona
$2.1M
BFM
652
Boothbay Fund Management
New York
$2.1M
IAA
653
Independent Advisor Alliance
North Carolina
$2.1M
LNWTC
654
Laird Norton Wetherby Trust Company
Washington
$2.1M
BFS
655
Bradley Foster & Sargent
Connecticut
$2.08M
UWM
656
Urban Wealth Management
California
$2.07M
JCM
657
Jacobi Capital Management
Pennsylvania
$2.06M
JAM
658
Jupiter Asset Management
United Kingdom
$2.06M
KFS
659
Keynote Financial Services
Connecticut
$2.06M
SYBT
660
Stock Yards Bank & Trust
Kentucky
$2.06M
ET
661
Entropy Technologies
New York
$2.02M
KIA
662
KCM Investment Advisors
California
$2.02M
TCM
663
Tandem Capital Management
New Jersey
$2.02M
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$2.01M
FCM
665
Flagship Capital Management
Pennsylvania
$2.01M
HTC
666
Haverford Trust Company
Pennsylvania
$1.98M
WC
667
Woodstock Corp
Massachusetts
$1.96M
QCG
668
Quadrant Capital Group
Ohio
$1.96M
CNC
669
Citizens & Northern Corp
Pennsylvania
$1.96M
LA
670
Lynch & Associates
Indiana
$1.95M
STB
671
S&T Bank
Pennsylvania
$1.95M
BPA
672
Beacon Pointe Advisors
California
$1.94M
FHA
673
Flagship Harbor Advisors
Massachusetts
$1.93M
RPCONE
674
Retirement Planning Company of New England
Rhode Island
$1.93M
WI
675
Wealth Intelligence
Georgia
$1.92M