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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
CHJWM
1326
Carlton Hofferkamp & Jenks Wealth Management
Texas
$291K
MF
1327
Meridian Financial
Massachusetts
$290K
AWAP
1328
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$289K
7WCP
1329
71 West Capital Partners
Massachusetts
$289K
BMWM
1330
Brown Miller Wealth Management
Virginia
$288K
SB
1331
Simmons Bank
Arkansas
$288K
SCA
1332
St. Clair Advisors
Ohio
$287K
LCC
1333
Lincoln Capital Corp
Rhode Island
$287K
ACP
1334
Aviance Capital Partners
Florida
$287K
GS
1335
GTS Securities
New York
$287K
OAS
1336
Optivise Advisory Services
Tennessee
$286K
MFWP
1337
Mosaic Family Wealth Partners
Missouri
$285K
ST
1338
Smithfield Trust
Pennsylvania
$285K
LSC
1339
Lesa Sroufe & Co
Washington
$285K
TWM
1340
TRB Wealth Management
Texas
$284K
HB
1341
Horizon Bancorp
Indiana
$283K
DTL
1342
Dynamic Technology Lab
Singapore
$282K
CH
1343
Cromwell Holdings
Wyoming
$282K
AFS
1344
Axiom Financial Strategies
Indiana
$282K
Q1WB
1345
Quest 10 Wealth Builders
Virginia
$281K
FWI
1346
Facet Wealth Inc
Maryland
$280K
FCM
1347
Fell Capital Management
California
$280K
MPCG
1348
Matrix Private Capital Group
New York
$280K
ES
1349
Eagle Strategies
New York
$280K
GIPW
1350
Granite Islands Private Wealth
Connecticut
$280K