CVS icon

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 %
I
801
InvesTrust
Oklahoma
$992K -$1.99M -28,885 -67%
DMBA
802
Deseret Mutual Benefit Administrators
Utah
$986K – – –
KTC
803
Kentucky Trust Company
Kentucky
$978K -$40.7K -590 -4%
DAS
804
Diversify Advisory Services
Utah
$976K +$410K +6,260 +73%
CBTWT
805
Community Bank & Trust (Waco, Texas)
Texas
$966K +$4.28K +62 +0.4%
HFBOT
806
Home Federal Bank of Tennessee
Tennessee
$966K – – –
IA
807
IFG Advisory
Georgia
$965K -$281K -4,071 -23%
CWM
808
Cornerstone Wealth Management
Missouri
$959K +$2.35K +34 +0.2%
TWA
809
TCI Wealth Advisors
Arizona
$953K -$828 -12 -0.1%
IAIM
810
International Assets Investment Management
Florida
$950K -$15K -218 -2%
PEAK6
811
PEAK6
Illinois
$949K +$949K +13,752 New
ACM
812
Aljian Capital Management
Nevada
$940K -$10.2K -148 -1%
HFM
813
Harvest Fund Management
China
$939K -$49.7K -721 -5%
KIA
814
KCM Investment Advisors
California
$936K -$64.6K -936 -6%
BTWM
815
Baker Tilly Wealth Management
Wisconsin
$936K +$32.5K +471 +4%
LI
816
LRI Investments
Florida
$935K -$41K -595 -4%
ECM
817
Eisler Capital Management
United Kingdom
$919K -$1.61M -23,369 -64%
MA
818
Mutual Advisors
Nebraska
$917K +$97.4K +1,604 +12%
PL
819
Perpetual Ltd
Australia
$917K – – –
FF
820
Friedenthal Financial
New Jersey
$917K +$917K +13,288 New
VCS
821
Vaughan & Co Securities
New Jersey
$915K – – –
LCM
822
Logan Capital Management
Pennsylvania
$915K -$450K -6,524 -33%
MMG
823
Monetary Management Group
Missouri
$914K – – –
SAG
824
SageView Advisory Group
California
$910K +$84.9K +1,424 +10%
USCWA
825
U.S. Capital Wealth Advisors
Texas
$907K +$27.6K +400 +3%
31 32
33
34 35