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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 %
Empower Advisory Group
851
Empower Advisory Group
Colorado
$854K +$407K +5,897 +91%
CI
852
Cigna Investments
Connecticut
$854K -$24.6K -357 -3%
AWA
853
Aaron Wealth Advisors
Illinois
$852K +$99.9K +1,448 +13%
CF
854
Copperwynd Financial
Arizona
$850K -$3.79K -55 -0.4%
IWM
855
IHT Wealth Management
Illinois
$848K +$51.9K +753 +7%
CTC
856
Cetera Trust Company
Minnesota
$846K +$50K +725 +6%
PIWA
857
Prevail Innovative Wealth Advisors
Kansas
$838K +$838K +12,146 New
TSMHT
858
Thurston Springer Miller Herd & Titak
Indiana
$832K +$82.5K +1,195 +11%
AIP
859
Ameritas Investment Partners
Nebraska
$829K – – –
SACTSONJ
860
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$828K – – –
NG
861
Novem Group
New York
$827K +$14.2K +206 +2%
NP
862
NorthRock Partners
Minnesota
$827K -$155K -2,253 -16%
MIA
863
MMBG Investment Advisors
Florida
$825K – – –
WT
864
Whittier Trust
California
$821K -$75.1K -1,089 -8%
MIC
865
Means Investment Company
Maine
$819K +$531K +7,702 +184%
CIG
866
Cullen Investment Group
Louisiana
$819K -$326K -4,724 -28%
PTC
867
Private Trust Company
Ohio
$816K +$3.1K +45 +0.4%
CG
868
Curat Global
New Hampshire
$814K +$16.6K +240 +2%
WPC
869
Wedmont Private Capital
Pennsylvania
$813K +$72.1K +1,081 +10%
AC
870
Addison Capital
Pennsylvania
$809K -$15.1K -219 -2%
NB
871
Nicolet Bankshares
Wisconsin
$807K +$157K +2,282 +24%
CK
872
Cohen Klingenstein
New York
$807K – – –
NG
873
Northstar Group
New York
$806K +$966 +14 +0.1%
TWM
874
TriaGen Wealth Management
California
$806K +$3.86K +56 +0.5%
EHWM
875
Eads & Heald Wealth Management
Georgia
$804K +$37.8K +548 +5%
33 34
35
36 37