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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
AC
876
Addison Capital
Pennsylvania
$809K
NB
877
Nicolet Bankshares
Wisconsin
$807K
CK
878
Cohen Klingenstein
New York
$807K
NG
879
Northstar Group
New York
$806K
TWM
880
TriaGen Wealth Management
California
$806K
EHWM
881
Eads & Heald Wealth Management
Georgia
$804K
PAS
882
PKS Advisory Services
New York
$801K
1SB
883
1ST Source Bank
Indiana
$799K
SDWIA
884
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$798K
MOS
885
MGO One Seven
Ohio
$797K
GIC
886
Generali Investments CEE
Czech Republic
$793K
FFN
887
Focus Financial Network
Minnesota
$789K
WPC
888
Waters Parkerson & Co
Louisiana
$785K
MIC
889
Meridian Investment Counsel
California
$785K
MMM
890
Mendel Money Management
Illinois
$784K
MA
891
Montag & Associates
Georgia
$782K
CL
892
CSS LLC
Illinois
$782K
WFS
893
Widmann Financial Services
Maryland
$780K
SPC
894
Sigma Planning Corp
Michigan
$779K
HFM
895
Hartford Financial Management
Connecticut
$775K
SMC
896
Smith, Moore & Co
Missouri
$774K
WA
897
WESPAC Advisors
California
$763K
MQWP
898
Morey & Quinn Wealth Partners
Nebraska
$760K
HA
899
Herold Advisors
New York
$757K
CSP
900
Cary Street Partners
Virginia
$754K