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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 %
MCM
501
MAI Capital Management
Ohio
$3.18M -$25.7K -373 -0.8%
NRD
502
Nebula Research & Development
New York
$3.16M +$96.6K +1,400 +3%
OAC
503
OMERS Administration Corp
Ontario, Canada
$3.16M – – –
EGM
504
Engineers Gate Manager
New York
$3.15M +$1.78M +25,767 +130%
WP
505
Waycross Partners
Kentucky
$3.1M +$3.1M +45,000 New
ASN
506
Advisory Services Network
Georgia
$3.09M +$97.5K +1,570 +3%
EAM
507
Erste Asset Management
Austria
$3.09M +$2.13M +31,127 +223%
PAS
508
Park Avenue Securities
New York
$3.08M +$1.29M +18,751 +72%
DILIC
509
Dai-ichi Life Insurance Company
Japan
$3.07M +$1.79M +25,892 +139%
RMC
510
Resources Management Corp
Connecticut
$3.06M -$1.07M -15,444 -26%
CVM
511
Cheviot Value Management
California
$3.02M -$208K -3,172 -6%
Lido Advisors
512
Lido Advisors
California
$2.98M +$771K +11,181 +35%
EWA
513
Exencial Wealth Advisors
Oklahoma
$2.97M -$120K -1,742 -4%
SC
514
SouthState Corp
Florida
$2.95M -$316K -4,588 -10%
WB
515
WesBanco Bank
West Virginia
$2.92M -$325K -4,707 -10%
ATC
516
Argent Trust Co
Tennessee
$2.92M +$26.9K +390 +0.9%
AWA
517
Arkadios Wealth Advisors
Georgia
$2.91M +$93.2K +1,351 +3%
MCB
518
Morton Community Bank
Illinois
$2.89M +$142K +2,065 +5%
NB
519
NBT Bank
New York
$2.89M -$207K -3,001 -7%
HT
520
Heritage Trust
Oklahoma
$2.88M +$377K +5,467 +15%
DC
521
Davenport & Co
Virginia
$2.88M -$163K -2,364 -5%
LG
522
Leuthold Group
Minnesota
$2.84M +$2.84M +41,140 New
TMAM
523
Tokio Marine Asset Management
Japan
$2.83M +$180K +2,603 +7%
EM
524
Excalibur Management
Massachusetts
$2.82M -$80.3K -1,164 -3%
TCOV
525
Trust Company of Vermont
Vermont
$2.82M -$195K -2,823 -6%
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