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CVS Health
CVS

Overview Fund Activity

1,729 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 624 increasing their positions, 723 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
–
Holders Change %
0%
% of All Funds
23.18%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.43%
New
181
Increased
624
Reduced
723
Closed
152
Calls
$2.05B
Puts
$1.7B
Net Calls
+$344M
Net Calls Change
+$208M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02B
2
BlackRock
BlackRock
New York
+$696M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
4
Invesco
Invesco
Georgia
+$215M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$164M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$656M
2
Harris Associates
Harris Associates
Illinois
-$355M
3
GCM
Glenview Capital Management
New York
-$259M
4
Holocene Advisors
Holocene Advisors
New York
-$245M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIM
326
Thompson Investment Management
Wisconsin
$8.65M -$1.17M -16,889 -12%
CPCM
327
Cardinal Point Capital Management
Ontario, Canada
$8.64M -$56.9K -825 -0.7%
GIP
328
Greatmark Investment Partners
Georgia
$8.61M -$113K -1,642 -1%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$8.58M -$7.23M -104,876 -46%
SW
330
SteelPeak Wealth
California
$8.57M +$8.57M +124,263 New
TSW
331
Thompson Siegel & Walmsley
Virginia
$8.47M -$497K -7,204 -6%
N
332
Natixis
France
$8.36M +$2.18M +31,659 +35%
CFO
333
Callan Family Office
Pennsylvania
$8.35M +$6.14M +89,053 +278%
1IA
334
1834 Investment Advisors
Wisconsin
$8.33M -$48.1K -697 -0.6%
OPCM
335
Osborne Partners Capital Management
California
$8.32M -$5.15M -74,699 -38%
NIM
336
NEOS Investment Management
Connecticut
$8.32M +$1.72M +24,956 +26%
BFS
337
Bard Financial Services
Connecticut
$8.03M -$576K -8,350 -7%
SAM
338
Sompo Asset Management
Japan
$7.93M -$272K -3,940 -3%
EF
339
Empowered Funds
Pennsylvania
$7.64M -$6.95M -100,683 -48%
ANTB
340
AMG National Trust Bank
Colorado
$7.64M +$86.8K +1,258 +1%
TI
341
Tidal Investments
Wisconsin
$7.63M -$295K -4,276 -4%
NC
342
NewSquare Capital
Pennsylvania
$7.59M +$331K +4,854 +5%
AAP
343
Ardsley Advisory Partners
Connecticut
$7.59M +$7.59M +110,000 New
LSWM
344
Lorne Steinberg Wealth Management
Canada
$7.57M -$22.1K -320 -0.3%
Walleye Capital
345
Walleye Capital
New York
$7.55M +$7.36M +106,715 +3,932%
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$7.55M +$75.9K +1,100 +1%
JAM
347
Jupiter Asset Management
United Kingdom
$7.51M +$7.51M +108,900 New
CI
348
CX Institutional
Indiana
$7.51M +$5.36M +77,685 +249%
CCM
349
Coerente Capital Management
Ontario, Canada
$7.51M -$577K -8,360 -7%
Acadian Asset Management
350
Acadian Asset Management
Massachusetts
$7.23M -$696K -10,101 -9%
12 13
14
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