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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 %
FCBT
526
First Citizens Bank & Trust
North Carolina
$2.81M +$2.01M +29,107 +250%
WC
527
Woodstock Corp
Massachusetts
$2.81M -$114K -1,650 -4%
MWM
528
Modera Wealth Management
New Jersey
$2.81M -$140K -2,028 -5%
PIM
529
Plato Investment Management
Australia
$2.8M +$6.12K +89 +0.2%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$2.78M +$17.7K +256 +0.6%
UCFA
531
United Capital Financial Advisors
Texas
$2.77M -$943K -13,677 -25%
KPWS
532
Kestra Private Wealth Services
Texas
$2.77M +$130K +1,890 +5%
Boston Partners
533
Boston Partners
Massachusetts
$2.76M +$2.76M +48,195 New
AIM
534
AHL Investment Management
Florida
$2.74M -$20.6K -298 -0.7%
MFG
535
Merit Financial Group
Georgia
$2.73M -$216K -3,137 -7%
PA
536
Paralel Advisors
Colorado
$2.72M +$2.72M +39,433 New
EF
537
Exeter Financial
Arizona
$2.7M -$199K -2,883 -7%
VI
538
Vestcor Inc
New Brunswick, Canada
$2.69M +$1.05M +15,171 +64%
GFM
539
GF Fund Management
China
$2.67M +$449K +6,513 +20%
BWG
540
Beta Wealth Group
California
$2.64M +$33.6K +487 +1%
DS
541
DRW Securities
Illinois
$2.63M +$2.63M +38,090 New
JFL
542
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.63M -$21.7K -315 -0.8%
RBA
543
Richard Bernstein Advisors
New York
$2.62M +$2.62M +37,935 New
STA
544
Summit Trail Advisors
New York
$2.61M +$2.61M +37,854 New
Kayne Anderson Rudnick Investment Management
545
Kayne Anderson Rudnick Investment Management
California
$2.6M -$401K -5,817 -13%
CNBT
546
Canandaigua National Bank & Trust
New York
$2.59M -$125K -1,815 -5%
IWM
547
Inlight Wealth Management
Georgia
$2.58M -$157K -2,269 -6%
UCI
548
Uncommon Cents Investing
Wisconsin
$2.58M +$97K +1,406 +4%
SFS
549
Sowell Financial Services
Arkansas
$2.57M +$945K +13,697 +58%
NCM
550
Neumann Capital Management
California
$2.55M – – –
20 21
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