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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
23.19%
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 %
NGA
1001
Naples Global Advisors
Florida
$554K -$47.9K -694 -8%
NS
1002
NBC Securities
Alabama
$553K +$69.7K +1,011 +14%
LJHT
1003
Laurie J. Hall Trustee
$552K – – –
WA
1004
WealthTrust Axiom
Pennsylvania
$552K -$160K -2,318 -22%
MMPW
1005
Mitchell McLeod Pugh & Williams
Alabama
$552K +$621 +9 +0.1%
CI
1006
Conning Inc
Connecticut
$547K -$22.4K -325 -4%
KA
1007
Kovack Advisors
Florida
$546K -$190K -2,759 -26%
WA
1008
Wealth Alliance
New York
$546K +$6.14K +89 +1%
NFTC
1009
North Forty Two & Co
Oregon
$544K – – –
LIM
1010
Leavell Investment Management
Alabama
$544K +$38.6K +560 +8%
VCA
1011
Verdence Capital Advisors
Maryland
$542K -$1.93K -28 -0.4%
CBT
1012
Crews Bank & Trust
Florida
$541K -$19K -275 -3%
QWP
1013
Quotient Wealth Partners
Texas
$540K +$4.07K +59 +0.8%
CAM
1014
Cozad Asset Management
Illinois
$539K +$103K +1,500 +24%
LWL
1015
Leo Wealth LLC
Texas
$538K +$538K +7,793 New
KCFA
1016
Key Client Fiduciary Advisors
New Jersey
$537K +$47.9K +695 +10%
SWM
1017
Spire Wealth Management
Virginia
$534K -$4.46M -64,594 -89%
AWM
1018
Axxcess Wealth Management
California
$534K -$174K -2,519 -25%
TPW
1019
Transatlantique Private Wealth
New York
$533K -$151K -2,195 -22%
HVIA
1020
Hudson Valley Investment Advisors
New York
$532K -$46K -667 -8%
WT
1021
Washington Trust
Rhode Island
$530K -$44.6K -646 -8%
IBOK
1022
Independence Bank of Kentucky
Kentucky
$529K – – –
AWAG
1023
ARS Wealth Advisors Group
Florida
$529K +$5.59K +81 +1%
BMC
1024
Beaton Management Company
Massachusetts
$527K -$45.2K -656 -8%
BCWM
1025
Bartlett & Co Wealth Management
Ohio
$523K -$19.3K -280 -4%
39 40
41
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