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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
KCM
1376
Kendall Capital Management
Maryland
$263K
CWMK
1377
Caliber Wealth Management (Kansas)
Kansas
$262K
WA
1378
Waddell & Associates
Tennessee
$261K
SP
1379
Stonebrook Private
Michigan
$261K
HPM
1380
Hoxton Planning & Management
West Virginia
$260K
CB
1381
Community Bank
New York
$259K
CWM
1382
Cadence Wealth Management
Massachusetts
$258K
DWM
1383
Defined Wealth Management
Oregon
$258K
ME
1384
McIlrath & Eck
Washington
$257K
HIIFS
1385
Harel Insurance Investments & Financial Services
Israel
$257K
DWM
1386
Daner Wealth Management
Georgia
$257K
TWP
1387
Triad Wealth Partners
Kansas
$256K
HAG
1388
HighPoint Advisor Group
Illinois
$256K
SB
1389
Sunflower Bank
Texas
$255K
RFA
1390
Resurgent Financial Advisors
Georgia
$255K
SWP
1391
Strategic Wealth Partners
Ohio
$254K
WP
1392
Westmount Partners
California
$254K
AG
1393
AlTi Global
New York
$253K
SOS
1394
Silver Oak Securities
Tennessee
$253K
OL
1395
OneFund LLC
Florida
$253K
PC
1396
PCB Capital
New Jersey
$253K
WWM
1397
Western Wealth Management
Colorado
$252K
LWM
1398
Lyell Wealth Management
California
$252K
EPW
1399
Endeavor Private Wealth
Kansas
$252K
CFO
1400
CVA Family Office
Colorado
$252K