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CVS Health

1,742 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 626 increasing their positions, 730 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 1,7361,742 (+6)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

14% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 730

Holders
1,742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.05B
Puts
$1.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
601
Flagship Harbor Advisors
Massachusetts
$2.09M
TCM
602
Tandem Capital Management
New Jersey
$2.08M
BG
603
Bellevue Group
Switzerland
$2.08M
PMG
604
Private Management Group
California
$2.07M
BFS
605
Bradley Foster & Sargent
Connecticut
$2.07M
CUAMC
606
China Universal Asset Management Company
China
$2.07M
PWG
607
Portside Wealth Group
Utah
$2.07M
KFS
608
Keynote Financial Services
Connecticut
$2.06M
PPWP
609
Premier Path Wealth Partners
New Jersey
$2.06M
NSEDCP
610
NJ State Employees Deferred Compensation Plan
New Jersey
$2.05M
CPA
611
Court Place Advisors
Maryland
$2.05M
IAA
612
Independent Advisor Alliance
North Carolina
$2.05M
SC
613
Searle & Co
Connecticut
$2.04M
VT
614
Vise Technologies
New York
$2.02M
JCM
615
Jacobi Capital Management
Pennsylvania
$2.01M
CIC
616
Cornercap Investment Counsel
Georgia
$2.01M
SC
617
Stance Capital
Massachusetts
$1.99M
PP
618
Prudential plc
United Kingdom
$1.99M
MYAM
619
Meiji Yasuda Asset Management
Japan
$1.98M
BDPWM
620
Barnes Dennig Private Wealth Management
Ohio
$1.97M
DWP
621
Daymark Wealth Partners
Ohio
$1.97M
CNC
622
Citizens & Northern Corp
Pennsylvania
$1.95M
FFS
623
Founders Financial Securities
Maryland
$1.94M
MSA
624
MUFG Securities Americas
New York
$1.93M
TIAA Trust, National Association
625
TIAA Trust, National Association
North Carolina
$1.91M