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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 %
DJSG
776
D.J. St. Germain
Massachusetts
$1.06M +$3.73K +54 +0.4%
FFA
777
Farther Finance Advisors
California
$1.06M -$62.5K -906 -6%
WS
778
Wedbush Securities
California
$1.05M -$246K -3,560 -19%
RRA
779
Round Rock Advisors
Connecticut
$1.04M -$2.76K -40 -0.3%
HIP
780
HUB Investment Partners
Texas
$1.04M +$208K +3,011 +25%
FCP
781
Fidelis Capital Partners
Florida
$1.04M +$167K +2,628 +19%
CAI
782
Capital Advisors Inc
Oklahoma
$1.03M +$7.73K +112 +0.8%
GT
783
Greenleaf Trust
Michigan
$1.03M -$341K -4,948 -25%
WSFS
784
Wilmington Savings Fund Society
Delaware
$1.03M +$18.5K +268 +2%
PCIA
785
Prime Capital Investment Advisors
Kansas
$1.03M -$182K -2,638 -15%
PWM
786
Perigon Wealth Management
California
$1.03M -$12.3K -179 -1%
SAM
787
Smartleaf Asset Management
Massachusetts
$1.03M +$11.2K +164 +1%
BG
788
Bahl & Gaynor
Ohio
$1.03M -$103K -1,500 -9%
CPIG
789
Chicago Partners Investment Group
Illinois
$1.03M +$135K +2,176 +15%
RWM
790
Ritholtz Wealth Management
New York
$1.03M +$266K +3,857 +35%
PFA
791
Peak Financial Advisors
Colorado
$1.02M +$1.02M +14,809 New
WI
792
WBI Investments
New Jersey
$1.02M -$4.06M -58,817 -80%
HCM
793
Howard Capital Management
Georgia
$1.02M +$28.1K +408 +3%
SWP
794
Sagespring Wealth Partners
Tennessee
$1.02M +$138K +1,994 +16%
LCGC
795
Legacy Capital Group California
California
$1.02M -$26.5K -384 -3%
BTW
796
Boston Trust Walden
Massachusetts
$1.01M -$56.2K -815 -5%
GSB
797
Greenfield Savings Bank
Massachusetts
$1.01M -$182K -2,640 -15%
CCM
798
Chiron Capital Management
Florida
$1.01M -$51.7K -750 -5%
TAM
799
Trust Asset Management
Texas
$1M – – –
PBK
800
Peoples Bank (Kansas)
Kansas
$998K -$14.1K -205 -1%
30 31
32
33 34