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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
BWM
1776
Bernard Wealth Management
Michigan
$8.4K
ECM
1777
Estabrook Capital Management
New York
$8.33K
LWMI
1778
Legacy Wealth Management (Idaho)
Idaho
$8.19K
KFP
1779
Kerr Financial Planning
California
$7.77K
CF
1780
Collier Financial
Colorado
$7.76K
HIA
1781
HFM Investment Advisors
New Jersey
$7.71K
DWS
1782
Dynamic Wealth Strategies
California
$7.68K
RTC
1783
Riverview Trust Company
Washington
$7.54K
CA
1784
Crewe Advisors
Utah
$7.25K
HCM
1785
Horrell Capital Management
Arkansas
$7.18K
RCM
1786
Richardson Capital Management
Wisconsin
$7.18K
VR
1787
Vision Retirement
New Jersey
$7.18K
SFS
1788
Sunrise Financial Services
Washington
$7.04K
PIS
1789
POM Investment Strategies
North Carolina
$7.04K
PCM
1790
Penserra Capital Management
California
$7K
BHWM
1791
Beaird Harris Wealth Management
Texas
$6.99K
CFP
1792
Comprehensive Financial Planning
Pennsylvania
$6.54K
RS
1793
Rakuten Securities
Japan
$5.96K
SIM
1794
Synergy Investment Management
Florida
$5.75K
BWM
1795
Benson Wealth Management
Tennessee
$5.6K
HC
1796
Hurley Capital
New York
$5.28K
ACM
1797
Anfield Capital Management
California
$5.24K
IWM
1798
IMG Wealth Management
Florida
$5.24K
RDFA
1799
Ritter Daniher Financial Advisory
Ohio
$5.22K
3FI
1800
3 Factor Indexing
California
$5.17K