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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
SF
626
Summit Financial
New Jersey
$1.9M
MTIC
627
Missouri Trust & Investment Company
Missouri
$1.89M
LD
628
Lipe & Dalton
New York
$1.89M
HSA
629
HBK Sorce Advisory
Pennsylvania
$1.88M
SG Americas Securities
630
SG Americas Securities
New York
$1.88M
CAM
631
Carret Asset Management
New York
$1.88M
BWM
632
BCGM Wealth Management
Indiana
$1.88M
AF
633
Allworth Financial
California
$1.85M
RIM
634
Redwood Investment Management
Arizona
$1.85M
VFA
635
Valeo Financial Advisors
Indiana
$1.85M
BFG
636
Bleakley Financial Group
New Jersey
$1.85M
RPCONE
637
Retirement Planning Company of New England
Rhode Island
$1.84M
HPM
638
Hudson Portfolio Management
New York
$1.83M
ZIG
639
Zurich Insurance Group
Switzerland
$1.83M
BF
640
BOK Financial
Oklahoma
$1.82M
AAMU
641
APG Asset Management US
New York
$1.81M
SWP
642
Stratos Wealth Partners
Ohio
$1.8M
NEI
643
Northwest & Ethical Investments
Ontario, Canada
$1.76M
GIA
644
Gladstone Institutional Advisory
Florida
$1.76M
EA
645
Ellsworth Advisors
Ohio
$1.75M
AWS
646
Atria Wealth Solutions
New York
$1.75M
CNFG
647
Creegan & Nassoura Financial Group
New Hampshire
$1.74M
KWM
648
Kingsview Wealth Management
Oregon
$1.73M
SCTC
649
Sanibel Captiva Trust Company
Florida
$1.72M
SC
650
Stolper & Co
Oklahoma
$1.71M