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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
RF
1401
Rossby Financial
Florida
$251K
SFC
1402
SYM Financial Corp
Indiana
$250K
RFA
1403
Register Financial Advisors
Georgia
$249K
LA
1404
LVW Advisors
New York
$249K
HA
1405
HFG Advisors
Ohio
$249K
GIA
1406
Guyasuta Investment Advisors
Pennsylvania
$248K
MIM
1407
Morningstar Investment Management
Illinois
$248K
VHAM
1408
Van Hulzen Asset Management
California
$248K
BAM
1409
Berkshire Asset Management
Pennsylvania
$248K
HVIA
1410
Hudson Valley Investment Advisors
New York
$248K
5NPW
1411
55 North Private Wealth
Florida
$246K
AWA
1412
AGH Wealth Advisors
Kansas
$246K
AA
1413
Acorns Advisers
California
$245K
RIA
1414
Richwood Investment Advisors
Ohio
$245K
KFI
1415
Key Financial Inc
Pennsylvania
$244K
SIM
1416
Stratos Investment Management
Ohio
$244K
CWM
1417
Connecticut Wealth Management
Connecticut
$243K
KFC
1418
Klingenstein Fields & Co
New York
$243K
FAN
1419
Financial Advisors Network
California
$242K
CFAM
1420
Center For Asset Management
Florida
$242K
FCCM
1421
First City Capital Management
Georgia
$242K
EIP
1422
Ellis Investment Partners
Pennsylvania
$240K
CP
1423
Camelot Portfolios
Ohio
$240K
CA
1424
CoreCap Advisors
Michigan
$240K
DIM
1425
DLK Investment Management
California
$240K