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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
BCM
1626
Birch Capital Management
Texas
$56.7K
BWL
1627
Bogart Wealth LLC
Virginia
$55.4K
KFAS
1628
Keating Financial Advisory Services
Kansas
$55.2K
CT
1629
Clearstead Trust
Maine
$52.7K
AFC
1630
Ares Financial Consulting
California
$51.9K
TCM
1631
Triumph Capital Management
Colorado
$51.5K
TC
1632
Trust Company
Kansas
$51.4K
DAM
1633
Delta Asset Management
Tennessee
$51.1K
FP
1634
Financial Perspectives
Minnesota
$50.9K
EF
1635
Entrust Financial
Pennsylvania
$50.5K
SIC
1636
SJS Investment Consulting
Ohio
$50.5K
MB
1637
MidFirst Bank
Oklahoma
$50.3K
BOTPPF
1638
Board of the Pension Protection Fund
United Kingdom
$50.3K
HWA
1639
Heritage Wealth Advisors
Virginia
$50.3K
MAS
1640
MPWM Advisory Solutions
Georgia
$50.3K
PB
1641
Prosperity Bancshares
Texas
$49.6K
ITIM
1642
Indiana Trust & Investment Management
Indiana
$48.8K
IAAG
1643
Innovative Asset Advisors Group
Connecticut
$48.5K
PWA
1644
Physician Wealth Advisors
Utah
$48.2K
SFG
1645
Strive Financial Group
Indiana
$48K
FLP
1646
Financial Life Planners
Arizona
$47.7K
HDIM
1647
Hanson & Doremus Investment Management
Vermont
$47K
WWM
1648
Wolff Wiese Magana
California
$46.8K
PMFA
1649
Plante Moran Financial Advisors
Michigan
$45.7K
MCM
1650
MV Capital Management
Maryland
$45.7K