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CVS Health

1,743 hedge funds and large institutions have $75.5B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 627 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: 1,7371,743 (+6)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

14% less repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 730

Holders
1,743
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
LCGC
801
Legacy Capital Group California
California
$1.02M
BTW
802
Boston Trust Walden
Massachusetts
$1.01M
GSB
803
Greenfield Savings Bank
Massachusetts
$1.01M
CCM
804
Chiron Capital Management
Florida
$1.01M
TAM
805
Trust Asset Management
Texas
$1M
PBK
806
Peoples Bank (Kansas)
Kansas
$998K
I
807
InvesTrust
Oklahoma
$992K
DMBA
808
Deseret Mutual Benefit Administrators
Utah
$986K
KTC
809
Kentucky Trust Company
Kentucky
$978K
DAS
810
Diversify Advisory Services
Utah
$976K
CBTWT
811
Community Bank & Trust (Waco, Texas)
Texas
$966K
HFBOT
812
Home Federal Bank of Tennessee
Tennessee
$966K
IA
813
IFG Advisory
Georgia
$965K
CWM
814
Cornerstone Wealth Management
Missouri
$959K
TWA
815
TCI Wealth Advisors
Arizona
$953K
IAIM
816
International Assets Investment Management
Florida
$950K
PEAK6
817
PEAK6
Illinois
$949K
ACM
818
Aljian Capital Management
Nevada
$940K
HFM
819
Harvest Fund Management
China
$939K
KIA
820
KCM Investment Advisors
California
$936K
BTWM
821
Baker Tilly Wealth Management
Wisconsin
$936K
LI
822
LRI Investments
Florida
$935K
ECM
823
Eisler Capital Management
United Kingdom
$919K
MA
824
Mutual Advisors
Nebraska
$917K
PL
825
Perpetual Ltd
Australia
$917K