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CVS Health

1,944 hedge funds and large institutions have $89.8B invested in CVS Health in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 701 increasing their positions, 725 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 118

14% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.57B

9% more capital invested

Capital invested by funds: $82.5B → $89.8B (+$7.39B)

6% more funds holding

Funds holding: 1,8341,944 (+110)

2.99% more ownership

Funds ownership: 86.23%89.23% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 701 | Existing positions reduced: 725

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,944
Holders Change
+110
Holders Change %
+6%
% of All Funds
23.65%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
270
Increased
701
Reduced
725
Closed
118
Calls
$1.79B
Puts
$1.57B
Net Calls
+$222M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
NWAG
976
Net Worth Advisory Group
Utah
$792K +$787K +9,985 New
FFA
977
Founders Financial Alliance
North Carolina
$789K -$13.2K -167 -2%
PCA
978
Prosperity Capital Advisors
Ohio
$786K +$780K +9,900 New
UAS
979
United Asset Strategies
New York
$785K +$81.9K +1,039 +12%
SAI
980
Savvy Advisors Inc
New York
$782K +$160K +2,025 +26%
PK
981
Pflug Koory
Nebraska
$781K -$63.1K -800 -8%
RWC
982
Rare Wolf Capital
Washington
$776K +$771K +9,777 New
MIA
983
MMBG Investment Advisors
Florida
$774K
NCM
984
NCM Capital Management
New Jersey
$772K -$7.65K -97 -1%
ACM
985
Aurdan Capital Management
Pennsylvania
$770K
GSB
986
Greenfield Savings Bank
Massachusetts
$768K -$107K -1,360 -12%
CIA
987
Choate Investment Advisors
Massachusetts
$767K -$91.5K -1,161 -11%
AWA
988
Arete Wealth Advisors
Illinois
$765K -$68.3K -866 -8%
LFAS
989
Level Four Advisory Services
Texas
$764K +$86.9K +1,102 +13%
MMPW
990
Mitchell McLeod Pugh & Williams
Alabama
$763K +$31.3K +397 +4%
CAMG
991
CWA Asset Management Group
Florida
$763K +$332K +4,207 +78%
MWM
992
Meridian Wealth Management
Kentucky
$762K +$15K +190 +2%
RIM
993
Redwood Investment Management
Arizona
$761K -$733K -9,302 -49%
TSWM
994
Triangle Securities Wealth Management
North Carolina
$756K -$10.3K -131 -1%
DWT
995
Dorsey & Whitney Trust
South Dakota
$754K +$126K +1,593 +20%
VVP
996
Venture Visionary Partners
Ohio
$754K -$41.2K -522 -5%
MIM
997
MTM Investment Management
South Carolina
$753K -$4.42K -56 -0.6%
SI
998
Sava Infond
Slovenia
$750K
PBK
999
Peoples Bank (Kansas)
Kansas
$747K -$11K -140 -1%
LS
1000
Livforsakringsbolaget Skandia
Sweden
$744K