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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
MNBTD
801
Moody National Bank Trust Division
Texas
$1.13M
ESB
802
Essex Savings Bank
Connecticut
$1.12M
ISL
803
Ingalls & Snyder LLC
New York
$1.11M
BRWA
804
B. Riley Wealth Advisors
Florida
$1.11M
DS
805
DRW Securities
Illinois
$1.11M
MGP
806
M&G plc
United Kingdom
$1.11M
M1FG
807
Mach-1 Financial Group
Arkansas
$1.09M
TSS
808
Two Sigma Securities
New York
$1.08M
SPC
809
Sigma Planning Corp
Michigan
$1.08M
HCM
810
Highview Capital Management
Illinois
$1.08M
KWA
811
Kingswood Wealth Advisors
California
$1.08M
TFGT
812
TS Financial Group (TSFG)
Illinois
$1.08M
PCM
813
Palouse Capital Management
Washington
$1.07M
CAI
814
Capital Advisors Inc
Oklahoma
$1.07M
DBIA
815
Dumont & Blake Investment Advisors
New Jersey
$1.06M
IB
816
Intrust Bank
Kansas
$1.06M
CAM
817
Cresset Asset Management
Illinois
$1.06M
HWAM
818
Hennion & Walsh Asset Management
New Jersey
$1.05M
IA
819
Integrity Alliance
Iowa
$1.05M
NW
820
NewEdge Wealth
Pennsylvania
$1.05M
BAM
821
Blueshift Asset Management
New Jersey
$1.05M
IFG
822
Independent Financial Group
California
$1.05M
BG
823
Bahl & Gaynor
Ohio
$1.05M
RWPA
824
Richard W. Paul & Associates
Michigan
$1.04M
WF
825
Welch & Forbes
Massachusetts
$1.04M