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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
USWIA
1476
UP Strategic Wealth Investment Advisors
Pennsylvania
$213K
GFP
1477
Gryphon Financial Partners
Ohio
$213K
BFIM
1478
Beese Fulmer Investment Management
Ohio
$213K
FG
1479
Fiduciary Group
Georgia
$213K
WF
1480
WinCap Financial
Massachusetts
$213K
FAM
1481
Formidable Asset Management
Ohio
$212K
TFA
1482
Tranquilli Financial Advisor
New Jersey
$212K
API
1483
Asset Planning Inc
California
$212K
VF
1484
Virtu Financial
New York
$211K
V
1485
VeraBank
Texas
$211K
WA
1486
Wealth Architects
California
$211K
MW
1487
Maia Wealth
Colorado
$210K
FMC
1488
First Merchants Corp
Indiana
$209K
TIA
1489
Traphagen Investment Advisors
New Jersey
$208K
MC
1490
Middleton & Co
Massachusetts
$208K
CWS
1491
Cypress Wealth Services
California
$207K
BFAG
1492
Blackston Financial Advisory Group
Florida
$206K
BWA
1493
Basecamp Wealth Advisors
Washington
$206K
CSIC
1494
Clifford Swan Investment Counsel
California
$205K
KMWM
1495
Keudell/Morrison Wealth Management
Oregon
$205K
SQA
1496
Simon Quick Advisors
New Jersey
$204K
WP
1497
WealthShield Partners
North Carolina
$204K
PIA
1498
Perennial Investment Advisors
California
$204K
AFT
1499
Alpha Family Trust
California
$204K
MW
1500
MBL Wealth
North Carolina
$204K