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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
KA
1801
Kozak & Associates
Colorado
$5.1K
NWS
1802
Nvest Wealth Strategies
Ohio
$5.03K
POIA
1803
Pin Oak Investment Advisors
Texas
$5K
AP
1804
Aspect Partners
Virginia
$4.67K
CWP
1805
Clark Wealth Partners
Illinois
$4.6K
FDCP
1806
Foster Dykema Cabot & Partners
Massachusetts
$4.53K
CW
1807
CrossGen Wealth
North Carolina
$4.51K
MFP
1808
Meramec Financial Planners
Missouri
$4.44K
DWM
1809
Darwin Wealth Management
Florida
$4.38K
AFG
1810
Albion Financial Group
Utah
$4.31K
ANBT
1811
American National Bank & Trust
Texas
$4.31K
SFAM
1812
Sawyer Falduto Asset Management
Illinois
$4.31K
SEP
1813
Signature Equity Partners
Ohio
$4.24K
DF
1814
DecisionPoint Financial
Arizona
$4.17K
CIR
1815
Clear Investment Research
Georgia
$3.85K
OSNBOA
1816
Old Second National Bank of Aurora
Illinois
$3.73K
PWA
1817
Portus Wealth Advisors
North Carolina
$3.45K
NL
1818
NVWM LLC
Pennsylvania
$3.38K
IW
1819
Imprint Wealth
South Carolina
$3.23K
NEWAS
1820
N.E.W. Advisory Services
Wisconsin
$3.23K
KCM
1821
Key Capital Management
Tennessee
$3.23K
HNW
1822
High Note Wealth
Minnesota
$3.16K
CTB
1823
Country Trust Bank
Illinois
$3.09K
UFPG
1824
United Financial Planning Group
New York
$3.09K
FC
1825
Fairscale Capital
New Hampshire
$2.8K