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CVS Health

1,827 hedge funds and large institutions have $82.4B invested in CVS Health in 2025 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 664 increasing their positions, 724 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.5% less ownership

Funds ownership: 86.65%86.15% (-0.5%)

8% less repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 724

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
1,827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.26B
Puts
$1.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
1001
Chesapeake Capital Corp
Florida
$655K
TCM
1002
Traub Capital Management
Massachusetts
$654K
CT
1003
Chicago Trust
Illinois
$650K
SIA
1004
Strategic Investment Advisors
Michigan
$644K
LFAS
1005
Level Four Advisory Services
Texas
$643K
BMC
1006
Benin Management Corp
Connecticut
$640K
EWM
1007
Empirical Wealth Management
Washington
$635K
SSG
1008
Summit Securities Group
New York
$632K
WC
1009
Waterloo Capital
Texas
$625K
VCA
1010
Verdence Capital Advisors
Maryland
$623K
NGA
1011
Naples Global Advisors
Florida
$622K
PI
1012
Pettee Investors
Connecticut
$620K
SWM
1013
Silverlake Wealth Management
Vermont
$619K
PA
1014
Parallel Advisors
California
$610K
DI
1015
Diligent Investors
California
$609K
HCM
1016
Howard Capital Management
Georgia
$603K
LJHT
1017
Laurie J. Hall Trustee
$603K
KA
1018
Kovack Advisors
Florida
$603K
KCFA
1019
Key Client Fiduciary Advisors
New Jersey
$601K
VCM
1020
Versant Capital Management
Arizona
$598K
CI
1021
Conning Inc
Connecticut
$598K
QI
1022
Qtron Investments
Massachusetts
$597K
DWT
1023
Dorsey & Whitney Trust
South Dakota
$597K
PCM
1024
Polymer Capital Management
New York
$595K
LIM
1025
Leavell Investment Management
Alabama
$595K