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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
DI
1001
Diligent Investors
California
$576K
GPA
1002
Garrison Point Advisors
California
$576K
P
1003
Pitcairn
Pennsylvania
$573K
IPW
1004
Impact Partnership Wealth
Georgia
$573K
SWM
1005
Silverlake Wealth Management
Vermont
$564K
DTL
1006
Dynamic Technology Lab
Singapore
$562K
SIA
1007
Strategic Investment Advisors
Michigan
$559K
IAS
1008
Insigneo Advisory Services
Florida
$558K
NGA
1009
Naples Global Advisors
Florida
$554K
NS
1010
NBC Securities
Alabama
$553K
LJHT
1011
Laurie J. Hall Trustee
$552K
WA
1012
WealthTrust Axiom
Pennsylvania
$552K
MMPW
1013
Mitchell McLeod Pugh & Williams
Alabama
$552K
CI
1014
Conning Inc
Connecticut
$547K
KA
1015
Kovack Advisors
Florida
$546K
WA
1016
Wealth Alliance
New York
$546K
NFTC
1017
North Forty Two & Co
Oregon
$544K
LIM
1018
Leavell Investment Management
Alabama
$544K
VCA
1019
Verdence Capital Advisors
Maryland
$542K
CBT
1020
Crews Bank & Trust
Florida
$541K
QWP
1021
Quotient Wealth Partners
Texas
$540K
CAM
1022
Cozad Asset Management
Illinois
$539K
LWL
1023
Leo Wealth LLC
Texas
$538K
KCFA
1024
Key Client Fiduciary Advisors
New Jersey
$537K
SWM
1025
Spire Wealth Management
Virginia
$534K