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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
BBPWM
1576
Blue Bell Private Wealth Management
Pennsylvania
$96.8K
CFFP
1577
Center for Financial Planning
Michigan
$96.3K
FFA
1578
Frazier Financial Advisors
Ohio
$96.1K
PFSC
1579
Peoples Financial Services Corp
Pennsylvania
$94.4K
JWM
1580
JPL Wealth Management
Colorado
$90.1K
BGAI
1581
Bruce G. Allen Investments
Colorado
$88.3K
S
1582
Sachetta
Massachusetts
$86.3K
BOJHT
1583
Bank of Jackson Hole Trust
Wyoming
$84.2K
SCM
1584
Silvant Capital Management
Georgia
$84K
TWD
1585
True Wealth Design
Ohio
$83.7K
CB
1586
CNB Bank
Pennsylvania
$82.3K
PWA
1587
Provenance Wealth Advisors
Florida
$81.9K
CYG
1588
Clean Yield Group
Vermont
$81.9K
HP
1589
Havemeyer Place
Connecticut
$81.6K
SWIM
1590
Smallwood Wealth Investment Management
New Jersey
$80.2K
WOSD
1591
WFA of San Diego
California
$75.9K
FNWA
1592
Financial Network Wealth Advisors
Utah
$75.8K
LWCFA
1593
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.1K
CAL
1594
Capital Analysts LLC
Pennsylvania
$74K
FCAS
1595
First Command Advisory Services
Texas
$73.5K
HHCP
1596
Hilton Head Capital Partners
South Carolina
$73.4K
SSG
1597
Summit Securities Group
New York
$72.5K
HI
1598
Hoey Investments
Pennsylvania
$71.8K
OAJ
1599
Ogorek Anthony Joseph
New York
$71K
TPWA
1600
Twin Peaks Wealth Advisors
California
$70K