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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 %
IIA
926
IPG Investment Advisors
California
$690K +$690K +10,000 New
Jane Street
927
Jane Street
New York
$689K -$50.4M -730,274 -99%
HIMC
928
Heritage Investors Management Corp
Maryland
$688K -$159K -2,300 -19%
GL
929
Graypoint LLC
New York
$688K -$1.73K -25 -0.3%
EB
930
Eastern Bank
Massachusetts
$688K -$92.6K -1,343 -12%
LJAC
931
L.J. Altfest & Co
New York
$686K +$686K +9,944 New
Fidelity International
932
Fidelity International
Bermuda
$684K -$6.27M -90,935 -90%
WAP
933
Wealthcare Advisory Partners
Pennsylvania
$682K -$7.04K -102 -1%
FUBT
934
First United Bank & Trust
Maryland
$682K +$475K +6,890 +230%
LS
935
Livforsakringsbolaget Skandia
Sweden
$681K – – –
BTI
936
Blue Trust Inc
Georgia
$678K -$20K -290 -3%
NCM
937
NCM Capital Management
New Jersey
$678K – – –
TSWM
938
Triangle Securities Wealth Management
North Carolina
$676K -$4.48K -65 -0.7%
SLWA
939
San Luis Wealth Advisors
California
$674K +$674K +9,767 New
GT
940
Glenview Trust
Kentucky
$673K -$692K -10,028 -51%
MA
941
MONECO Advisors
Connecticut
$672K -$15.2K -220 -2%
SFI
942
SPC Financial Inc
Maryland
$672K +$42.9K +622 +7%
ACM
943
Aurdan Capital Management
Pennsylvania
$669K -$64.8K -940 -9%
BWA
944
BCU Wealth Advisors
Illinois
$669K -$31.1K -451 -4%
WAG
945
Wallace Advisory Group
California
$666K +$66.9K +988 +11%
LBC
946
Leigh Baldwin & Co
New York
$666K +$214K +3,105 +47%
TBT
947
Texas Bank & Trust
Texas
$662K -$40.9K -593 -6%
FWA
948
FSM Wealth Advisors
Ohio
$661K +$661K +9,914 New
FNBT
949
FineMark National Bank & Trust
Florida
$661K +$10.8K +157 +2%
VCM
950
Versant Capital Management
Arizona
$659K +$378K +5,487 +135%
36 37
38
39 40