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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 %
BFS
601
Bradley Foster & Sargent
Connecticut
$2.07M +$522K +7,568 +34%
CUAMC
602
China Universal Asset Management Company
China
$2.07M -$543K -7,871 -21%
PWG
603
Portside Wealth Group
Utah
$2.07M -$61.9K -898 -3%
KFS
604
Keynote Financial Services
Connecticut
$2.06M -$173K -2,502 -8%
PPWP
605
Premier Path Wealth Partners
New Jersey
$2.06M +$45.2K +655 +2%
NSEDCP
606
NJ State Employees Deferred Compensation Plan
New Jersey
$2.05M -$966K -14,000 -32%
CPA
607
Court Place Advisors
Maryland
$2.05M -$39.9K -579 -2%
IAA
608
Independent Advisor Alliance
North Carolina
$2.05M -$168K -2,437 -8%
SC
609
Searle & Co
Connecticut
$2.04M -$34.5K -500 -2%
VT
610
Vise Technologies
New York
$2.02M +$2.02M +29,255 New
JCM
611
Jacobi Capital Management
Pennsylvania
$2.01M -$76.4K -1,108 -4%
CIC
612
Cornercap Investment Counsel
Georgia
$2.01M -$41K -595 -2%
SC
613
Stance Capital
Massachusetts
$1.99M +$1.99M +28,910 New
PP
614
Prudential plc
United Kingdom
$1.99M +$737K +10,691 +59%
MYAM
615
Meiji Yasuda Asset Management
Japan
$1.98M -$993K -14,402 -33%
BDPWM
616
Barnes Dennig Private Wealth Management
Ohio
$1.97M -$130K -1,889 -6%
DWP
617
Daymark Wealth Partners
Ohio
$1.97M -$306K -4,443 -13%
CNC
618
Citizens & Northern Corp
Pennsylvania
$1.95M +$55.5K +804 +3%
FFS
619
Founders Financial Securities
Maryland
$1.94M -$287K -4,163 -13%
MSA
620
MUFG Securities Americas
New York
$1.93M +$394K +5,719 +26%
TIAA Trust, National Association
621
TIAA Trust, National Association
North Carolina
$1.91M -$105K -1,526 -5%
SF
622
Summit Financial
New Jersey
$1.9M +$19.9K +288 +1%
MTIC
623
Missouri Trust & Investment Company
Missouri
$1.89M +$211K +3,065 +13%
LD
624
Lipe & Dalton
New York
$1.89M -$50K -725 -3%
HSA
625
HBK Sorce Advisory
Pennsylvania
$1.88M -$31.4K -455 -2%
23 24
25
26 27