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CVS Health

1,827 hedge funds and large institutions have $82.4B invested in CVS Health in 2025 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 664 increasing their positions, 724 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.5% less ownership

Funds ownership: 86.65%86.15% (-0.5%)

8% less repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 724

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
1,827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.26B
Puts
$1.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
651
Zurich Insurance Group
Switzerland
$2M
JWCA
652
J.W. Cole Advisors
Florida
$1.99M
SWP
653
Stratos Wealth Partners
Ohio
$1.99M
BBP
654
Banco BTG Pactual
Brazil
$1.98M
BEI
655
Benjamin Edwards Inc
Missouri
$1.98M
PPWP
656
Premier Path Wealth Partners
New Jersey
$1.98M
RPCONE
657
Retirement Planning Company of New England
Rhode Island
$1.97M
HPM
658
Hudson Portfolio Management
New York
$1.96M
SC
659
Stolper & Co
Oklahoma
$1.95M
WA
660
Waverly Advisors
Alabama
$1.94M
BDA
661
Borer Denton & Associates
Pennsylvania
$1.93M
NEI
662
Northwest & Ethical Investments
Ontario, Canada
$1.93M
CPIG
663
Chicago Partners Investment Group
Illinois
$1.93M
IA
664
IFP Advisors
Florida
$1.92M
BF
665
BOK Financial
Oklahoma
$1.9M
CAM
666
Carret Asset Management
New York
$1.9M
FB
667
Fulton Bank
Pennsylvania
$1.87M
LA
668
Lynch & Associates
Indiana
$1.87M
AIC
669
Archer Investment Corporation
Indiana
$1.87M
WFI
670
West Family Investments
California
$1.86M
VT
671
Volterra Technologies
New York
$1.86M
CNFG
672
Creegan & Nassoura Financial Group
New Hampshire
$1.83M
MSE
673
MUFG Securities EMEA
United Kingdom
$1.83M
BHIA
674
Birch Hill Investment Advisors
Massachusetts
$1.79M
IAN
675
Integrated Advisors Network
Texas
$1.79M