CVS icon

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
23.19%
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 %
ECM
701
Evergreen Capital Management
Washington
$1.39M +$14K +203 +1%
RA
702
Ransom Advisory
Rhode Island
$1.38M -$123K -1,789 -8%
SMF
703
Scott Marsh Financial
Utah
$1.38M +$1.38M +20,014 New
RC
704
RBF Capital
California
$1.38M -$690K -10,000 -33%
KCM
705
Kennondale Capital Management
Virginia
$1.36M – – –
WC
706
Wynn Capital
Georgia
$1.36M +$17.3K +251 +1%
SW
707
SVB Wealth
Massachusetts
$1.36M +$1.36M +19,698 New
CM
708
Capula Management
Cayman Islands
$1.34M +$1.24M +17,911 +1,138%
WF
709
WinCap Financial
Massachusetts
$1.34M -$307K -4,453 -19%
RPC
710
Rossmore Private Capital
Connecticut
$1.34M +$1.24K +18 +0.1%
SIG
711
Stonegate Investment Group
Alabama
$1.34M +$60.4K +875 +5%
AIA
712
Affinity Investment Advisors
California
$1.32M +$763K +11,062 +136%
MCM
713
Mengis Capital Management
Oregon
$1.32M -$291K -4,225 -18%
TG
714
TCW Group
California
$1.31M +$27.3K +396 +2%
EFS
715
Essex Financial Services
Connecticut
$1.31M -$119K -1,721 -8%
MAS
716
Meeder Advisory Services
Ohio
$1.31M -$86.9K -1,260 -6%
GCA
717
Greenwood Capital Associates
South Carolina
$1.31M +$1.31M +18,935 New
GI
718
GAMMA Investing
California
$1.3M +$10.4K +151 +0.8%
BAM
719
Boyar Asset Management
New York
$1.3M +$23.8K +345 +2%
PI
720
PFG Investments
New York
$1.3M -$38.4K -556 -3%
GWM
721
Gibbs Wealth Management
Georgia
$1.29M +$1.29M +18,754 New
BRWA
722
B. Riley Wealth Advisors
Florida
$1.28M +$1.28M +18,619 New
PCA
723
Pallas Capital Advisors
Massachusetts
$1.28M -$848K -12,290 -40%
BPA
724
Beacon Pointe Advisors
California
$1.27M +$36.6K +531 +3%
DCM
725
Delta Capital Management
New Jersey
$1.27M – – –
27 28
29
30 31