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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
PCS
901
Personal CFO Solutions
New Jersey
$751K
FTWA
902
Fifth Third Wealth Advisors
Ohio
$750K
IB
903
Intrust Bank
Kansas
$750K
GIM
904
Generali Investments Management
Slovenia
$748K
BJL
905
Brighton Jones LLC
Washington
$745K
BS
906
Banco Santander
Spain
$741K
SLFPAM
907
St. Louis Financial Planners Asset Management
Missouri
$741K
MMA
908
Miracle Mile Advisors
California
$735K
PK
909
Pflug Koory
Nebraska
$734K
MLM
910
Mount Lucas Management
Pennsylvania
$732K
FPAS
911
Focus Partners Advisor Solutions
Missouri
$732K
FFA
912
Founders Financial Alliance
North Carolina
$728K
TCMP
913
Thrive Capital Management (Pennsylvania)
Pennsylvania
$725K
DCM
914
Dimension Capital Management
Florida
$725K
FRA
915
Frank Rimerman Advisors
California
$724K
TCAM
916
Turtle Creek Asset Management
Ontario, Canada
$724K
VSQM
917
V-Square Quantitative Management
Illinois
$723K
TCM
918
Traub Capital Management
Massachusetts
$722K
AWA
919
Arete Wealth Advisors
Illinois
$718K
SC
920
Sierra Capital
Florida
$716K
JC
921
JB Capital
Connecticut
$715K
MIA
922
MeadowBrook Investment Advisors
Michigan
$714K
S
923
SimplyRich
California
$711K
AIM
924
Anchor Investment Management
South Carolina
$708K
ADMI
925
Albert D. Mason Inc
Massachusetts
$706K