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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
DWM
1701
Dogwood Wealth Management
Kansas
$28.4K
GTAM
1702
Global Trust Asset Management
Florida
$27.8K
AT
1703
Arlington Trust
Alabama
$27.4K
PWMG
1704
Private Wealth Management Group
New Jersey
$26.4K
HWP
1705
Highline Wealth Partners
California
$25.4K
FMTCOCP
1706
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K
SG
1707
Sankala Group
Colorado
$24.9K
BTD
1708
BankPlus Trust Department
Mississippi
$24.9K
CAM
1709
Chesapeake Asset Management
New York
$24.4K
FWA
1710
Flagship Wealth Advisors
Massachusetts
$24K
NRWA
1711
North Ridge Wealth Advisors
Oregon
$24K
SR
1712
Swiss Re
Switzerland
$23.5K
SA
1713
Seneschal Advisors
Washington
$23.1K
TM
1714
Torren Management
California
$23K
MLA
1715
MB, Levis & Associates
Pennsylvania
$22.9K
SWA
1716
SOA Wealth Advisors
New York
$21.5K
CT
1717
Coastline Trust
Rhode Island
$21.5K
CWM
1718
Cranbrook Wealth Management
Michigan
$21.5K
DF
1719
Dunhill Financial
United Kingdom
$20.9K
OW
1720
Olistico Wealth
Oklahoma
$20.8K
FFL
1721
Financial Freedom LLC
Ohio
$20.5K
BTC
1722
Bank & Trust Company
Illinois
$20.5K
BAM
1723
Bellevue Asset Management
Washington
$20K
AWM
1724
Abound Wealth Management
Tennessee
$19.8K
SAM
1725
Sherman Asset Management
California
$19.7K