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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
FF
826
Friedenthal Financial
New Jersey
$917K
VCS
827
Vaughan & Co Securities
New Jersey
$915K
LCM
828
Logan Capital Management
Pennsylvania
$915K
MMG
829
Monetary Management Group
Missouri
$914K
SAG
830
SageView Advisory Group
California
$910K
USCWA
831
U.S. Capital Wealth Advisors
Texas
$907K
TCA
832
Transcend Capital Advisors
New Jersey
$907K
WAM
833
Weatherly Asset Management
California
$906K
BLC
834
Brown, Lisle/Cummings
Rhode Island
$902K
VWA
835
Visionary Wealth Advisors
Illinois
$900K
EWA
836
EverSource Wealth Advisors
Alabama
$899K
TA
837
Tectonic Advisors
Texas
$896K
AAIS
838
ABN AMRO Investment Solutions
$890K
NAS
839
Nicolet Advisory Services
Wisconsin
$884K
RWB
840
RMR Wealth Builders
New Jersey
$883K
SFG
841
SNS Financial Group
Minnesota
$882K
UB
842
UMB Bank
Missouri
$877K
PMG
843
ProVise Management Group
Florida
$876K
BAM
844
Byrne Asset Management
New Jersey
$874K
KF
845
Krilogy Financial
Missouri
$874K
LNWWM
846
Laird Norton Wetherby Wealth Management
California
$873K
LIM
847
Longfellow Investment Management
Massachusetts
$873K
BPWM
848
Badgley Phelps Wealth Managers
Washington
$871K
OAM
849
Ostrum Asset Management
France
$869K
WTC
850
WhitTier Trust Company
Nevada
$868K