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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
SWM
2001
Stockman Wealth Management
Montana
PAM
2002
Palisade Asset Management
Minnesota
DDC
2003
DF Dent & Co
Maryland
SFG
2004
Seamount Financial Group
Colorado
QP
2005
Quilter Plc
United Kingdom
WRPWM
2006
Werba Rubin Papier Wealth Management
California
RCG
2007
Regatta Capital Group
California
TA
2008
Tactive Advisors
Florida
FTA
2009
Financial & Tax Architects
Missouri
MCWS
2010
McKinley Carter Wealth Services
West Virginia
PAG
2011
Poinciana Advisors Group
Florida
BRM
2012
Boston Research & Management
Massachusetts
EM
2013
ELCO Management
New York
CIA
2014
Cape Investment Advisory
Georgia
LSA
2015
Leonteq Securities AG
Switzerland
Group One Trading
2016
Group One Trading
Illinois
CRI
2017
Commonwealth Retirement Investments
Virginia
EW
2018
Elyxium Wealth
California
CWMS
2019
CFG Wealth Management Services
Indiana
PIM
2020
Platinum Investment Management
Australia
NFSG
2021
Newbridge Financial Services Group
Florida
GAMC
2022
Garner Asset Management Corp
Texas
PL
2023
PeakShares LLC
Florida
PP
2024
Pacifica Partners
Canada
MCM
2025
MidAtlantic Capital Management
Virginia