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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
WAS
1951
Wealth Advisory Solutions
Indiana
SMA
1952
Seven Mile Advisory
New Jersey
MWA
1953
Midland Wealth Advisors
Illinois
TC
1954
TwinBeech Capital
New York
WKWM
1955
Walter & Keenan Wealth Management
Indiana
NCTC
1956
New Covenant Trust Company
Indiana
SIM
1957
Sentry Investment Management
Wisconsin
GWM
1958
GK Wealth Management
Nevada
TBA
1959
Tower Bridge Advisors
Pennsylvania
BHWM
1960
Bar Harbor Wealth Management
New Hampshire
KCM
1961
Kanawha Capital Management
Virginia
CM
1962
Cercano Management
Washington
FHC
1963
First Heartland Consultants
Missouri
T. Rowe Price Investment Management
1964
T. Rowe Price Investment Management
Maryland
WI
1965
WBI Investments
New Jersey
SC
1966
Shay Capital
New York
TW
1967
TritonPoint Wealth
Maryland
GPW
1968
Genesis Private Wealth
Virginia
LWP
1969
LeClair Wealth Partners
Ohio
ECM
1970
EagleClaw Capital Management
Massachusetts
RMCM
1971
Reynders McVeigh Capital Management
Massachusetts
LOWM
1972
Laurel Oak Wealth Management
New Jersey
SFG
1973
Sunburst Financial Group
Alabama
SFM
1974
Signet Financial Management
New Jersey
NB
1975
Northwest Bancshares
Pennsylvania