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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
AO
1426
Advisor OS
Illinois
$239K
HAS
1427
HBW Advisory Services
California
$238K
AFA
1428
AA Financial Advisors
Ohio
$237K
MAWA
1429
Moss Adams Wealth Advisors
Washington
$233K
SL
1430
Sentry LLC
Tennessee
$233K
FIB
1431
First Interstate Bank
Montana
$233K
1C
1432
111 Capital
France
$231K
AWAU
1433
Alliance Wealth Advisors (Utah)
Utah
$231K
JWM
1434
JGP Wealth Management
Oregon
$231K
FB
1435
First Bancorp
Maine
$231K
EWS
1436
Eagle Wealth Strategies
New Jersey
$230K
DCM
1437
DGS Capital Management
New Jersey
$230K
SHFG
1438
S Harris Financial Group
Texas
$229K
HFP
1439
Holistic Financial Partners
Indiana
$229K
HIC
1440
Holderness Investments Company
North Carolina
$228K
SVWAG
1441
Sound View Wealth Advisors Group
Georgia
$227K
AWM
1442
Avior Wealth Management
Nebraska
$227K
TWM
1443
Topsail Wealth Management
North Carolina
$227K
PCA
1444
Peddock Capital Advisors
Massachusetts
$226K
MCCP
1445
Mission Creek Capital Partners
California
$225K
FWP
1446
Flatrock Wealth Partners
California
$224K
RWP
1447
Revolve Wealth Partners
New Jersey
$224K
GPWA
1448
Great Point Wealth Advisors
Massachusetts
$223K
NL
1449
NWAM LLC
Washington
$223K
ST
1450
Somerset Trust
Pennsylvania
$223K