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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
PWMG
1201
Prestige Wealth Management Group
New Jersey
$381K
TPI
1202
Trust Point Inc
Wisconsin
$379K
CFP
1203
Catalyst Financial Partners
Massachusetts
$378K
FHC
1204
First Horizon Corporation
Tennessee
$376K
HAG
1205
HF Advisory Group
Maryland
$376K
KIM
1206
Kestra Investment Management
Texas
$376K
WWA
1207
Wealth Watch Advisors
Colorado
$375K
CGA
1208
Crescent Grove Advisors
Illinois
$374K
CCG
1209
Ceeto Capital Group
Florida
$373K
DBFM
1210
Dickmeyer Boyce Financial Management
Indiana
$371K
SSC
1211
Syverson Strege & Co
Iowa
$371K
PP
1212
PDS Planning
Ohio
$370K
LCWP
1213
Legacy Capital Wealth Partners
Arkansas
$370K
BCWM
1214
Bartlett & Co Wealth Management
Ohio
$369K
RCA
1215
Resonant Capital Advisors
Wisconsin
$369K
BT
1216
Banque Transatlantique
France
$368K
VFM
1217
Vision Financial Markets
Connecticut
$368K
VRM
1218
Vectors Research Management
New York
$368K
IPWA
1219
International Private Wealth Advisors
California
$367K
MWM
1220
Modern Wealth Management
Kansas
$365K
CLIP
1221
Colter Lewis Investment Partners
Connecticut
$363K
CRC
1222
Curi RMB Capital
Illinois
$362K
YIA
1223
YHB Investment Advisors
Connecticut
$362K
SGI
1224
Summit Global Investments
Utah
$361K
TFIPS
1225
Towarzystwo Funduszy Inwestycyjnych PZU SA
$361K