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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
GIM
1026
Goelzer Investment Management
Indiana
$590K
LBC
1027
Leigh Baldwin & Co
New York
$589K
EFG
1028
Everhart Financial Group
Ohio
$588K
KCFA
1029
Key Client Fiduciary Advisors
New Jersey
$587K
OF
1030
Optimize Financial
California
$585K
CCA
1031
Checchi Capital Advisers
California
$584K
KCP
1032
Kera Capital Partners
California
$584K
AC
1033
Aristeia Capital
Connecticut
$579K
IAS
1034
Insigneo Advisory Services
Florida
$576K
AG
1035
ASO Group
$575K
IHL
1036
Investment House LLC
California
$572K
MA
1037
MCF Advisors
Kentucky
$571K
HH
1038
Hilltop Holdings
Texas
$571K
WC
1039
Waterloo Capital
Texas
$571K
LFG
1040
Larson Financial Group
Missouri
$570K
CMF
1041
Counterpoint Mutual Funds
California
$570K
BHPW
1042
Beverly Hills Private Wealth
California
$568K
PI
1043
PineBridge Investments
New York
$566K
MMPW
1044
Mitchell McLeod Pugh & Williams
Alabama
$564K
DI
1045
Diligent Investors
California
$564K
IP
1046
Indivisible Partners
Florida
$563K
AWAG
1047
ARS Wealth Advisors Group
Florida
$562K
ASBI
1048
American State Bank (Iowa)
Iowa
$560K
MA
1049
MONECO Advisors
Connecticut
$558K
BMCM
1050
Burns Matteson Capital Management
New York
$555K