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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
MCM
676
Mork Capital Management
California
$1.55M
DF
677
Donoghue Forlines
Massachusetts
$1.55M
JIC
678
Johnson Investment Counsel
Ohio
$1.54M
TCM
679
Twin Capital Management
Pennsylvania
$1.54M
WA
680
Waverly Advisors
Alabama
$1.54M
SBH
681
Segall Bryant & Hamill
Illinois
$1.53M
BG
682
Bollard Group
Massachusetts
$1.53M
PCM
683
Poehling Capital Management
Wisconsin
$1.52M
PWP
684
Principle Wealth Partners
Connecticut
$1.51M
MFIM
685
Mesirow Financial Investment Management
Illinois
$1.5M
HPC
686
HM Payson & Co
Maine
$1.49M
EH
687
Equitable Holdings
New York
$1.48M
AFG
688
Atomi Financial Group
New York
$1.47M
CB
689
Community Bank
New York
$1.46M
WBWA
690
William B. Walkup & Associates
South Carolina
$1.46M
ERSOT
691
Employees Retirement System of Texas
Texas
$1.46M
WSC
692
Wellington Shields & Co
New York
$1.45M
MUAMU
693
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.45M
MNBTD
694
Moody National Bank Trust Division
Texas
$1.44M
LF
695
LifePlan Financial
Minnesota
$1.44M
BMO
696
Beck Mack & Oliver
New York
$1.44M
QCG
697
Quadrant Capital Group
Ohio
$1.44M
ISB
698
Iowa State Bank
Iowa
$1.43M
LC
699
Legacy CG
Texas
$1.43M
UFF
700
USA Financial Formulas
Michigan
$1.43M