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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
23.18%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.43%
New
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 %
GAM
726
Groupama Asset Management
France
$1.27M +$671K +9,803 +112%
ETC
727
Exchange Traded Concepts
Oklahoma
$1.27M +$264K +3,829 +26%
MGP
728
M&G plc
United Kingdom
$1.26M -$2.54M -36,779 -67%
CC
729
Courier Capital
New York
$1.26M -$5.79K -84 -0.5%
WANY
730
Wealthspire Advisors (New York)
New York
$1.26M +$119K +1,728 +10%
DFA
731
Delta Financial Advisors
Louisiana
$1.26M +$45.3K +657 +4%
CAG
732
Crestwood Advisors Group
Massachusetts
$1.25M -$129K -1,868 -9%
FMWA
733
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$7.17K +104 +0.6%
GSWM
734
Greenup Street Wealth Management
Michigan
$1.25M +$28.4K +411 +2%
CA
735
Clearstead Advisors
Ohio
$1.24M +$99.1K +1,437 +9%
YIH
736
Y-Intercept (HK)
Hong Kong
$1.23M +$1.23M +17,809 New
WAM
737
Westport Asset Management
Connecticut
$1.23M – – –
VWM
738
VCI Wealth Management
Missouri
$1.22M +$152K +2,197 +14%
CCM
739
Coldstream Capital Management
Washington
$1.22M -$44.7K -648 -4%
AFW
740
Avantra Family Wealth
Pennsylvania
$1.21M +$107K +1,555 +10%
GRP
741
Global Retirement Partners
California
$1.21M +$1.21M +17,517 New
SQA
742
Simon Quick Advisors
New Jersey
$1.2M +$647K +9,374 +117%
PAMG
743
Patton Albertson Miller Group
Tennessee
$1.19M +$64.8K +940 +6%
SC
744
Syon Capital
California
$1.19M +$373K +5,404 +46%
TLCM
745
Twin Lakes Capital Management
California
$1.19M +$7.17K +104 +0.6%
HH
746
Hilltop Holdings
Texas
$1.19M +$57.7K +837 +5%
PFGIA
747
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$43.1K +625 +4%
NFG
748
Nations Financial Group
Iowa
$1.18M +$143K +2,074 +14%
CIA
749
Choate Investment Advisors
Massachusetts
$1.17M +$96.7K +1,402 +9%
ESB
750
Essex Savings Bank
Connecticut
$1.14M -$50.1K -726 -4%
28 29
30
31 32