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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
GHA
1301
GW Henssler & Associates
Georgia
$310K
WFAG
1302
Wescott Financial Advisory Group
Pennsylvania
$309K
NSIM
1303
North Star Investment Management
Illinois
$308K
JFA
1304
JNBA Financial Advisors
Minnesota
$308K
LW
1305
Linscomb Wealth
Texas
$307K
NP
1306
Nilsine Partners
Colorado
$306K
PHIC
1307
Pine Haven Investment Counsel
Massachusetts
$306K
PT
1308
Plimoth Trust
Massachusetts
$306K
UAML
1309
US Asset Management LLC
Pennsylvania
$305K
TF
1310
Tompkins Financial
New York
$304K
FNFDCM
1311
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$304K
FPCG
1312
Forum Private Client Group
Indiana
$302K
DE
1313
Defiance ETFs
New York
$301K
BFS
1314
BridgePort Financial Solutions
Iowa
$297K
NCM
1315
Narwhal Capital Management
Georgia
$297K
PHS
1316
Pekin Hardy Strauss
Illinois
$296K
FRM
1317
Fox Run Management
Connecticut
$296K
FA
1318
Fortis Advisors
Pennsylvania
$294K
WAG
1319
Winthrop Advisory Group
Massachusetts
$294K
BA
1320
Ballast Advisors
Minnesota
$293K
FMLI
1321
Fukoku Mutual Life Insurance
Japan
$291K
PPW
1322
Parcion Private Wealth
Washington
$291K
CIA
1323
Compass Ion Advisors
Pennsylvania
$291K
HCM
1324
Howard Capital Management
Georgia
$291K
PWMAG
1325
Pinnacle Wealth Management Advisory Group
New Jersey
$291K