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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 %
PAS
876
PKS Advisory Services
New York
$801K +$801K +11,949 New
1SB
877
1ST Source Bank
Indiana
$799K +$33.9K +491 +4%
SDWIA
878
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$798K +$121K +1,753 +18%
MOS
879
MGO One Seven
Ohio
$797K -$160K -2,318 -17%
GIC
880
Generali Investments CEE
Czech Republic
$793K – – –
FFN
881
Focus Financial Network
Minnesota
$789K +$24.6K +357 +3%
WPC
882
Waters Parkerson & Co
Louisiana
$785K -$70.8K -1,027 -8%
MIC
883
Meridian Investment Counsel
California
$785K – – –
MMM
884
Mendel Money Management
Illinois
$784K +$17.2K +250 +2%
MA
885
Montag & Associates
Georgia
$782K -$20.7K -300 -3%
CL
886
CSS LLC
Illinois
$782K -$454K -6,581 -37%
WFS
887
Widmann Financial Services
Maryland
$780K -$5.86K -85 -0.7%
SPC
888
Sigma Planning Corp
Michigan
$779K -$330K -4,786 -30%
HFM
889
Hartford Financial Management
Connecticut
$775K -$63.9K -927 -8%
SMC
890
Smith, Moore & Co
Missouri
$774K -$42.9K -622 -5%
WA
891
WESPAC Advisors
California
$763K +$763K +11,063 New
MQWP
892
Morey & Quinn Wealth Partners
Nebraska
$760K -$431K -6,250 -36%
HA
893
Herold Advisors
New York
$757K -$49.2K -714 -6%
CSP
894
Cary Street Partners
Virginia
$754K -$92.3K -1,338 -11%
PCS
895
Personal CFO Solutions
New Jersey
$751K -$17.4K -252 -2%
FTWA
896
Fifth Third Wealth Advisors
Ohio
$750K -$118K -1,709 -14%
IB
897
Intrust Bank
Kansas
$750K +$90.2K +1,308 +14%
GIM
898
Generali Investments Management
Slovenia
$748K +$405K +5,873 +118%
BJL
899
Brighton Jones LLC
Washington
$745K +$115K +1,671 +18%
BS
900
Banco Santander
Spain
$741K -$1.16M -16,777 -61%
34 35
36
37 38