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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
MNBTD
701
Moody National Bank Trust Division
Texas
$1.63M
PCM
702
Poehling Capital Management
Wisconsin
$1.62M
AF
703
Advisornet Financial
Minnesota
$1.62M
HI
704
Humankind Investments
New York
$1.62M
SC
705
Syon Capital
California
$1.61M
HPC
706
HM Payson & Co
Maine
$1.6M
SLFPAM
707
St. Louis Financial Planners Asset Management
Missouri
$1.59M
WBWA
708
William B. Walkup & Associates
South Carolina
$1.59M
MFIM
709
Mesirow Financial Investment Management
Illinois
$1.59M
BMO
710
Beck Mack & Oliver
New York
$1.59M
AC
711
Arjuna Capital
North Carolina
$1.58M
TRCT
712
Tower Research Capital (TRC)
New York
$1.58M
TE
713
Tema ETFs
New York
$1.56M
IRC
714
Investors Research Corp
Georgia
$1.55M
SAM
715
Smartleaf Asset Management
Massachusetts
$1.54M
WF
716
WinCap Financial
Massachusetts
$1.54M
QCG
717
Quadrant Capital Group
Ohio
$1.54M
OAM
718
Ostrum Asset Management
France
$1.53M
FFM
719
Forum Financial Management
Illinois
$1.53M
DF
720
Donoghue Forlines
Massachusetts
$1.52M
WC
721
Wynn Capital
Georgia
$1.51M
RC
722
RBF Capital
California
$1.51M
PI
723
PFG Investments
New York
$1.49M
KCM
724
Kennondale Capital Management
Virginia
$1.49M
GIA
725
Gladstone Institutional Advisory
Florida
$1.49M