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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
23.18%
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 %
TFIPS
1026
Towarzystwo Funduszy Inwestycyjnych PZU SA
$522K +$29K +420 +6%
IC
1027
Inscription Capital
Texas
$522K +$522K +7,572 New
FLPIM
1028
F.L. Putnam Investment Management
Massachusetts
$519K -$102K -1,483 -16%
CWA
1029
Centennial Wealth Advisory
Michigan
$519K +$519K +7,516 New
CIP
1030
Convergence Investment Partners
Florida
$517K -$21.2K -308 -4%
CW
1031
CreativeOne Wealth
Kansas
$515K +$47.8K +693 +10%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$512K +$3.24K +47 +0.6%
CP
1033
Camelot Portfolios
Ohio
$512K -$12.1K -176 -2%
KOC
1034
Koss-Olinger Consulting
Florida
$512K -$37.8K -548 -7%
SCM
1035
Stevens Capital Management
Pennsylvania
$511K +$511K +7,407 New
IF
1036
Intrua Financial
Texas
$509K -$82.8K -1,200 -14%
DT
1037
Diversified Trust
Tennessee
$508K +$208K +3,018 +69%
AC
1038
Avestar Capital
New York
$506K +$181K +2,631 +56%
QL
1039
Quarry LP
New York
$501K +$452K +6,548 +908%
WC
1040
Waterloo Capital
Texas
$501K -$55.7K -808 -10%
BBHC
1041
Brown Brothers Harriman & Co
New York
$500K +$254K +3,687 +104%
LKIM
1042
Lawson Kroeker Investment Management
Nebraska
$498K -$112K -1,629 -18%
EFMC
1043
Empire Financial Management Company
New York
$497K +$135K +1,957 +37%
OF
1044
Optimize Financial
California
$496K -$3.45K -50 -0.7%
EFM
1045
E Fund Management
China
$496K -$37K -537 -7%
WSCM
1046
Wellington Shields Capital Management
New York
$493K +$17.2K +250 +4%
SWM
1047
SeaCrest Wealth Management
New York
$490K -$71.5K -1,036 -13%
KFS
1048
Kurt F. Somerville
$489K -$123K -1,780 -20%
MEAC
1049
M.E. Allison & Co
Texas
$484K – – –
IWA
1050
Icon Wealth Advisors
Texas
$483K -$13.2K -191 -3%
40 41
42
43 44