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CVS Health
CVS

Overview Fund Activity

1,730 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 624 increasing their positions, 723 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+1
Holders Change %
+0.06%
% 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
182
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 %
SG Americas Securities
626
SG Americas Securities
New York
$1.88M -$12.1M -176,088 -87%
CAM
627
Carret Asset Management
New York
$1.88M -$543K -7,874 -22%
BWM
628
BCGM Wealth Management
Indiana
$1.88M +$46.1K +668 +3%
AF
629
Allworth Financial
California
$1.85M +$70.2K +1,017 +4%
RIM
630
Redwood Investment Management
Arizona
$1.85M -$134K -1,944 -7%
BFG
631
Bleakley Financial Group
New Jersey
$1.85M -$1.6M -23,150 -46%
VFA
632
Valeo Financial Advisors
Indiana
$1.85M -$257K -3,726 -12%
RPCONE
633
Retirement Planning Company of New England
Rhode Island
$1.84M -$28.4K -412 -2%
HPM
634
Hudson Portfolio Management
New York
$1.83M -$37.9K -550 -2%
ZIG
635
Zurich Insurance Group
Switzerland
$1.83M – – –
BF
636
BOK Financial
Oklahoma
$1.82M -$141K -2,046 -7%
AAMU
637
APG Asset Management US
New York
$1.81M – – –
SWP
638
Stratos Wealth Partners
Ohio
$1.8M -$66.5K -964 -4%
NEI
639
Northwest & Ethical Investments
Ontario, Canada
$1.76M +$1.76M +25,544 New
GIA
640
Gladstone Institutional Advisory
Florida
$1.76M +$973K +14,106 +124%
EA
641
Ellsworth Advisors
Ohio
$1.75M +$1.75M +25,378 New
AWS
642
Atria Wealth Solutions
New York
$1.75M -$2.06M -29,858 -54%
CNFG
643
Creegan & Nassoura Financial Group
New Hampshire
$1.74M -$358K -5,185 -17%
KWM
644
Kingsview Wealth Management
Oregon
$1.73M -$152K -2,209 -8%
SCTC
645
Sanibel Captiva Trust Company
Florida
$1.72M -$292K -4,231 -15%
SC
646
Stolper & Co
Oklahoma
$1.71M +$1.66K +24 +0.1%
AG
647
AIA Group
Hong Kong
$1.71M -$311K -4,514 -15%
AIC
648
Archer Investment Corporation
Indiana
$1.71M -$43.6K -632 -2%
KIM
649
Kestra Investment Management
Texas
$1.71M +$886K +12,958 +108%
WCAMG
650
Woodard & Company Asset Management Group
North Carolina
$1.7M -$32.6K -472 -2%
24 25
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