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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 %
WA
676
Waverly Advisors
Alabama
$1.54M -$382K -5,544 -20%
SBH
677
Segall Bryant & Hamill
Illinois
$1.53M -$495K -7,171 -24%
BG
678
Bollard Group
Massachusetts
$1.53M +$31.5K +457 +2%
PCM
679
Poehling Capital Management
Wisconsin
$1.52M -$1.13M -16,453 -43%
PWP
680
Principle Wealth Partners
Connecticut
$1.51M +$2.97K +43 +0.2%
MFIM
681
Mesirow Financial Investment Management
Illinois
$1.5M -$413K -5,991 -22%
EH
682
Equitable Holdings
New York
$1.48M +$63.8K +925 +4%
AFG
683
Atomi Financial Group
New York
$1.47M -$67.5K -979 -4%
CB
684
Community Bank
New York
$1.46M -$441K -6,398 -23%
WBWA
685
William B. Walkup & Associates
South Carolina
$1.46M -$1.1K -16 -0.1%
ERSOT
686
Employees Retirement System of Texas
Texas
$1.46M +$1.46M +21,111 New
WSC
687
Wellington Shields & Co
New York
$1.45M -$6.9K -100 -0.5%
MUAMU
688
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.45M +$207K +3,000 +17%
MNBTD
689
Moody National Bank Trust Division
Texas
$1.44M -$91.5K -1,327 -6%
LF
690
LifePlan Financial
Minnesota
$1.44M +$129K +1,872 +10%
BMO
691
Beck Mack & Oliver
New York
$1.44M -$7.59K -110 -0.5%
QCG
692
Quadrant Capital Group
Ohio
$1.44M -$149K -2,160 -9%
ISB
693
Iowa State Bank
Iowa
$1.43M -$19.9K -288 -1%
LC
694
Legacy CG
Texas
$1.43M +$1.43M +20,786 New
UFF
695
USA Financial Formulas
Michigan
$1.43M +$1.43M +20,718 New
SF
696
Slagle Financial
Illinois
$1.43M +$76.8K +1,114 +6%
IRC
697
Investors Research Corp
Georgia
$1.42M – – –
PL
698
Polianta Ltd
Jersey
$1.41M +$1.41M +20,500 New
DWM
699
Dakota Wealth Management
Florida
$1.4M -$315K -4,566 -18%
ACA
700
Atlas Capital Advisors
Wyoming
$1.39M +$226K +3,276 +19%
26 27
28
29 30