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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 %
AEPWM
976
Atlantic Edge Private Wealth Management
Florida
$613K +$3.17K +46 +0.5%
CT
977
Chicago Trust
Illinois
$606K -$150K -2,175 -20%
ATC
978
Adirondack Trust Company
New York
$602K -$22K -319 -4%
IHL
979
Investment House LLC
California
$601K +$34.5K +500 +6%
UAS
980
United Asset Strategies
New York
$600K -$16.1K -233 -3%
PM
981
Penbrook Management
New York
$600K +$292K +4,275 +95%
SJIM
982
St. Johns Investment Management
Florida
$598K -$50.7K -735 -8%
BCM
983
Boltwood Capital Management
California
$594K -$4.14K -60 -0.7%
CBA
984
Coastal Bridge Advisors
Connecticut
$592K +$89.8K +1,301 +18%
GWM
985
Geneos Wealth Management
Colorado
$590K -$519K -7,527 -47%
MFA
986
Mayflower Financial Advisors
Massachusetts
$588K +$1.59K +23 +0.3%
BMC
987
Benin Management Corp
Connecticut
$588K -$334K -4,837 -36%
WCM
988
Wellington Capital Management
Maryland
$583K +$583K +7,198 New
PA
989
Parallel Advisors
California
$581K -$131K -1,895 -18%
SW
990
Simplicity Wealth
New Jersey
$579K +$579K +8,396 New
LGF
991
LGT Group Foundation
Liechtenstein
$577K -$22.4K -325 -4%
LSA
992
Lion Street Advisors
Texas
$577K +$276 +4 +0%
DI
993
Diligent Investors
California
$576K -$402K -5,823 -41%
GPA
994
Garrison Point Advisors
California
$576K – – –
P
995
Pitcairn
Pennsylvania
$573K -$6.48K -94 -1%
IPW
996
Impact Partnership Wealth
Georgia
$573K +$573K +8,306 New
SWM
997
Silverlake Wealth Management
Vermont
$564K -$132K -1,909 -19%
DTL
998
Dynamic Technology Lab
Singapore
$562K +$562K +8,149 New
SIA
999
Strategic Investment Advisors
Michigan
$559K -$23.5K -342 -4%
IAS
1000
Insigneo Advisory Services
Florida
$558K +$259K +3,759 +87%
38 39
40
41 42