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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
GWMR
976
GC Wealth Management RIA
Massachusetts
$624K
PA
977
Persium Advisors
Georgia
$622K
SSWM
978
Smith Salley Wealth Management
North Carolina
$621K
FWM
979
Forza Wealth Management
Florida
$620K
LWCFA
980
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$619K
EHC
981
Everett Harris & Co
California
$615K
ST
982
Spinnaker Trust
Maine
$615K
PI
983
Pettee Investors
Connecticut
$613K
AEPWM
984
Atlantic Edge Private Wealth Management
Florida
$613K
CT
985
Chicago Trust
Illinois
$606K
ATC
986
Adirondack Trust Company
New York
$602K
IHL
987
Investment House LLC
California
$601K
UAS
988
United Asset Strategies
New York
$600K
PM
989
Penbrook Management
New York
$600K
SJIM
990
St. Johns Investment Management
Florida
$598K
BCM
991
Boltwood Capital Management
California
$594K
CBA
992
Coastal Bridge Advisors
Connecticut
$592K
GWM
993
Geneos Wealth Management
Colorado
$590K
MFA
994
Mayflower Financial Advisors
Massachusetts
$588K
BMC
995
Benin Management Corp
Connecticut
$588K
WCM
996
Wellington Capital Management
Maryland
$583K
PA
997
Parallel Advisors
California
$581K
SW
998
Simplicity Wealth
New Jersey
$579K
LGF
999
LGT Group Foundation
Liechtenstein
$577K
LSA
1000
Lion Street Advisors
Texas
$577K