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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
GWM
726
Gibbs Wealth Management
Georgia
$1.29M
BRWA
727
B. Riley Wealth Advisors
Florida
$1.28M
PCA
728
Pallas Capital Advisors
Massachusetts
$1.28M
BPA
729
Beacon Pointe Advisors
California
$1.27M
DCM
730
Delta Capital Management
New Jersey
$1.27M
GAM
731
Groupama Asset Management
France
$1.27M
ETC
732
Exchange Traded Concepts
Oklahoma
$1.27M
MGP
733
M&G plc
United Kingdom
$1.26M
CC
734
Courier Capital
New York
$1.26M
WANY
735
Wealthspire Advisors (New York)
New York
$1.26M
DFA
736
Delta Financial Advisors
Louisiana
$1.26M
CAG
737
Crestwood Advisors Group
Massachusetts
$1.25M
FMWA
738
Forvis Mazars Wealth Advisors
Missouri
$1.25M
GSWM
739
Greenup Street Wealth Management
Michigan
$1.25M
CA
740
Clearstead Advisors
Ohio
$1.24M
YIH
741
Y-Intercept (HK)
Hong Kong
$1.23M
WAM
742
Westport Asset Management
Connecticut
$1.23M
VWM
743
VCI Wealth Management
Missouri
$1.22M
CCM
744
Coldstream Capital Management
Washington
$1.22M
AFW
745
Avantra Family Wealth
Pennsylvania
$1.21M
GRP
746
Global Retirement Partners
California
$1.21M
PFP
747
Pinnacle Financial Partners
Tennessee
$1.19M
PAMG
748
Patton Albertson Miller Group
Tennessee
$1.19M
SC
749
Syon Capital
California
$1.19M
TLCM
750
Twin Lakes Capital Management
California
$1.19M