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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 %
FFM
751
Forum Financial Management
Illinois
$1.14M +$33.8K +490 +3%
B
752
Bailard
California
$1.14M -$13.8K -200 -1%
PCM
753
Palouse Capital Management
Washington
$1.13M -$444K -6,433 -28%
TRCT
754
Tower Research Capital (TRC)
New York
$1.13M -$3.06M -44,303 -73%
SC
755
SummitTX Capital
Texas
$1.13M +$1.13M +16,322 New
ACA
756
Aptus Capital Advisors
Alabama
$1.12M +$263K +3,813 +31%
CIA
757
Concurrent Investment Advisors
Florida
$1.12M +$191K +2,771 +21%
PA
758
Profund Advisors
Maryland
$1.11M -$75.4K -1,093 -6%
LFRG
759
Lazard Frères Gestion
France
$1.11M – – –
GM
760
GeoWealth Management
Illinois
$1.11M +$960K +13,922 +638%
AF
761
Aviso Financial
Ontario, Canada
$1.11M +$87.1K +1,263 +9%
SLI
762
Sumitomo Life Insurance
Japan
$1.1M -$79.4K -1,151 -7%
RWPA
763
Richard W. Paul & Associates
Michigan
$1.1M -$12.6K -182 -1%
SOW
764
State of Wyoming
Wyoming
$1.1M +$801K +11,609 +271%
ISL
765
Ingalls & Snyder LLC
New York
$1.09M -$60.3K -875 -5%
TTIC
766
Tower Trust & Investment Company
Iowa
$1.09M +$23.2K +336 +2%
OTL
767
Oak Thistle LLC
New York
$1.09M +$1.09M +15,755 New
BGC
768
Beutel, Goodman & Co
Ontario, Canada
$1.08M -$248K -3,600 -19%
KWA
769
Kingswood Wealth Advisors
California
$1.08M -$4.69K -68 -0.4%
S
770
SignatureFD
Georgia
$1.08M -$298K -4,322 -22%
CCM
771
Collar Capital Management
Wisconsin
$1.07M +$26.9K +390 +3%
SFG
772
Sterling Financial Group
California
$1.07M +$3.59K +52 +0.3%
TFGT
773
TS Financial Group (TSFG)
Illinois
$1.07M -$78.6K -1,139 -7%
CIAS
774
Capital Investment Advisory Services
North Carolina
$1.07M -$33.2K -481 -3%
CFMC
775
Curbstone Financial Management Corp
New Hampshire
$1.07M -$86.2K -1,250 -7%
29 30
31
32 33