CVS icon

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 %
MIM
951
MTM Investment Management
South Carolina
$658K – – –
CWS
952
Confluence Wealth Services
Pennsylvania
$658K – – –
GC
953
Grimes & Company
Massachusetts
$658K +$35.8K +519 +6%
SMA
954
Sage Mountain Advisors
Georgia
$654K +$154K +2,230 +31%
SI
955
Sava Infond
Slovenia
$652K – – –
HW
956
Hancock Whitney
Mississippi
$651K +$57.1K +828 +10%
FLI
957
Family Legacy Inc
South Carolina
$646K -$1.04K -15 -0.2%
FIA
958
Foundations Investment Advisors
Arizona
$644K +$75.6K +1,096 +13%
MAM
959
MMA Asset Management
Pennsylvania
$644K -$68K -986 -10%
IAMOG
960
Investors Asset Management of Georgia
Georgia
$643K -$27.4K -397 -4%
FNBTCON
961
First National Bank & Trust Co of Newtown
Pennsylvania
$641K – – –
EL
962
Essex LLC
Illinois
$640K +$330K +4,787 +107%
LFAS
963
Level Four Advisory Services
Texas
$633K -$9.48M -137,431 -94%
FHA
964
First Horizon Advisors
Tennessee
$630K -$19.7K -286 -3%
CPW
965
Cove Private Wealth
New York
$628K – – –
RBI
966
Raiffeisen Bank International
Austria
$626K -$22.5K -339 -3%
NDSI
967
Newman Dignan & Sheerar Inc
Rhode Island
$625K -$20.4K -295 -3%
GWMR
968
GC Wealth Management RIA
Massachusetts
$624K +$159K +2,312 +34%
PA
969
Persium Advisors
Georgia
$622K +$54.1K +785 +10%
SSWM
970
Smith Salley Wealth Management
North Carolina
$621K +$19K +275 +3%
FWM
971
Forza Wealth Management
Florida
$620K +$32.1K +465 +5%
LWCFA
972
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$619K – – –
EHC
973
Everett Harris & Co
California
$615K -$69K -1,000 -10%
ST
974
Spinnaker Trust
Maine
$615K – – –
PI
975
Pettee Investors
Connecticut
$613K -$216K -3,135 -26%
37 38
39
40 41