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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 %
FNB
476
Farmers National Bank
Kentucky
$3.66M -$1.11M -16,055 -23%
HI
477
Horizon Investments
North Carolina
$3.65M +$111K +1,629 +3%
OC
478
Oppenheimer & Co
New York
$3.64M +$852K +12,358 +31%
HFS
479
Hantz Financial Services
Michigan
$3.63M +$34.6K +501 +1%
EOJOAM
480
E. Ohman J:or Asset Management
Sweden
$3.62M -$173K -2,505 -5%
BCFS
481
Butensky & Cohen Financial Security
Florida
$3.6M +$35.6K +516 +1%
BCI
482
Brinker Capital Investments
Pennsylvania
$3.59M +$128K +1,858 +4%
RFC
483
Regions Financial Corp
Alabama
$3.59M -$739K -10,718 -17%
PSP
484
Principal Street Partners
Tennessee
$3.58M +$3.58M +51,859 New
LDB
485
Lee, Danner & Bass
Tennessee
$3.57M -$255K -3,692 -7%
OAM
486
Oak Asset Management
California
$3.55M -$11.4K -165 -0.3%
MGP
487
Metis Global Partners
California
$3.54M -$304K -4,404 -8%
BCM
488
Blume Capital Management
California
$3.5M -$1.16M -16,865 -25%
VA
489
Vident Advisory
Georgia
$3.5M +$2.17M +31,439 +163%
KF
490
KKM Financial
Illinois
$3.48M +$588K +8,521 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
491
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.48M -$42.9M -622,568 -93%
HAG
492
HighPoint Advisor Group
Illinois
$3.43M +$92.8K +1,345 +3%
NCM
493
Novare Capital Management
North Carolina
$3.39M -$362K -5,252 -10%
SIC
494
Salem Investment Counselors
North Carolina
$3.36M -$975K -14,135 -22%
WIM
495
Westside Investment Management
California
$3.35M -$60K -869 -2%
SFA
496
Sequoia Financial Advisors
Ohio
$3.29M +$195K +2,825 +6%
ALMGDA
497
AG2R La Mondiale Gestion d'Actifs
France
$3.29M +$69.3K +1,005 +2%
CA
498
Cullinan Associates
Kentucky
$3.27M +$207K +3,008 +7%
SAM
499
Simplify Asset Management
Nevada
$3.24M +$2.61M +37,861 +416%
VCM
500
Vision Capital Management
Oregon
$3.2M +$175K +2,539 +6%
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