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CVS Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
826
Transcend Capital Advisors
New Jersey
$907K -$430K -6,240 -32%
WAM
827
Weatherly Asset Management
California
$906K +$345 +5 +0%
BLC
828
Brown, Lisle/Cummings
Rhode Island
$902K -$54.8K -795 -6%
VWA
829
Visionary Wealth Advisors
Illinois
$900K +$231K +3,345 +35%
EWA
830
EverSource Wealth Advisors
Alabama
$899K -$212K -3,078 -19%
TA
831
Tectonic Advisors
Texas
$896K -$117K -1,693 -12%
AAIS
832
ABN AMRO Investment Solutions
$890K
NAS
833
Nicolet Advisory Services
Wisconsin
$884K +$113K +1,816 +15%
RWB
834
RMR Wealth Builders
New Jersey
$883K -$20K -290 -2%
SFG
835
SNS Financial Group
Minnesota
$882K +$21.5K +311 +2%
UB
836
UMB Bank
Missouri
$877K -$48.6K -705 -5%
PMG
837
ProVise Management Group
Florida
$876K -$10.3K -150 -1%
BAM
838
Byrne Asset Management
New Jersey
$874K -$62.8K -910 -7%
KF
839
Krilogy Financial
Missouri
$874K -$191K -2,765 -18%
LNWWM
840
Laird Norton Wetherby Wealth Management
California
$873K +$873K +12,653 New
LIM
841
Longfellow Investment Management
Massachusetts
$873K
BPWM
842
Badgley Phelps Wealth Managers
Washington
$871K -$10.4K -151 -1%
OAM
843
Ostrum Asset Management
France
$869K -$102K -1,484 -11%
WTC
844
WhitTier Trust Company
Nevada
$868K -$91.3K -1,324 -10%
IIL
845
Insight Inv LLC
California
$868K -$36.4K -528 -4%
WBC
846
Westpac Banking Corp
Australia
$868K -$142K -2,059 -14%
PG
847
Proffitt & Goodson
Tennessee
$866K -$5.45K -79 -0.6%
CTC
848
Central Trust Company
Missouri
$865K +$69 +1 +0%
DWM
849
Diversify Wealth Management
Utah
$859K -$10.7K -164 -1%
ATPW
850
Ashton Thomas Private Wealth
Arizona
$858K +$211K +3,057 +33%