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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
BWA
951
BCU Wealth Advisors
Illinois
$669K
SFWA
952
Summit Financial Wealth Advisors
Louisiana
$668K
WAG
953
Wallace Advisory Group
California
$666K
LBC
954
Leigh Baldwin & Co
New York
$666K
TBT
955
Texas Bank & Trust
Texas
$662K
FWA
956
FSM Wealth Advisors
Ohio
$661K
FNBT
957
FineMark National Bank & Trust
Florida
$661K
VCM
958
Versant Capital Management
Arizona
$659K
MIM
959
MTM Investment Management
South Carolina
$658K
CWS
960
Confluence Wealth Services
Pennsylvania
$658K
GC
961
Grimes & Company
Massachusetts
$658K
SMA
962
Sage Mountain Advisors
Georgia
$654K
SI
963
Sava Infond
Slovenia
$652K
HW
964
Hancock Whitney
Mississippi
$651K
FLI
965
Family Legacy Inc
South Carolina
$646K
FIA
966
Foundations Investment Advisors
Arizona
$644K
MAM
967
MMA Asset Management
Pennsylvania
$644K
IAMOG
968
Investors Asset Management of Georgia
Georgia
$643K
FNBTCON
969
First National Bank & Trust Co of Newtown
Pennsylvania
$641K
EL
970
Essex LLC
Illinois
$640K
LFAS
971
Level Four Advisory Services
Texas
$633K
FHA
972
First Horizon Advisors
Tennessee
$630K
CPW
973
Cove Private Wealth
New York
$628K
RBI
974
Raiffeisen Bank International
Austria
$626K
NDSI
975
Newman Dignan & Sheerar Inc
Rhode Island
$625K