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CVS Health

1,729 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+85
Holders Change %
+5.17%
% of All Funds
23.49%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
278
Increased
526
Reduced
749
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
1026
Wealth Alliance
New York
$530K +$118K +1,746 +29%
RS
1027
R Squared
Hong Kong
$530K +$249K +3,680 +89%
CIP
1028
Convergence Investment Partners
Florida
$529K -$43.4K -641 -8%
Capstone Investment Advisors
1029
Capstone Investment Advisors
New York
$528K -$9.4M -138,683 -95%
QWP
1030
Quotient Wealth Partners
Texas
$526K +$526K +7,764 New
AWA
1031
Arete Wealth Advisors
Illinois
$524K +$125K +1,839 +31%
EFM
1032
E Fund Management
China
$523K -$113K -1,668 -18%
IBOK
1033
Independence Bank of Kentucky
Kentucky
$520K -$30.7K -453 -6%
LA
1034
Legacy Advisors
Pennsylvania
$515K +$76.2K +1,124 +17%
CP
1035
Camelot Portfolios
Ohio
$515K -$91K -1,343 -15%
AWAG
1036
ARS Wealth Advisors Group
Florida
$514K -$54.7K -807 -10%
WI
1037
Westbourne Investments
Virginia
$508K +$508K +7,500 New
WAS
1038
Wealth Advisory Solutions
Indiana
$505K +$505K +7,451 New
FMTCOCP
1039
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$504K
DWT
1040
Dorsey & Whitney Trust
South Dakota
$500K +$48.4K +715 +11%
HCP
1041
Hexagon Capital Partners
Arkansas
$498K +$45.7K +674 +10%
AG
1042
Ascent Group
Virginia
$497K +$497K +7,339 New
LIM
1043
Leavell Investment Management
Alabama
$496K -$25.3K -373 -5%
CBA
1044
Coastal Bridge Advisors
Connecticut
$494K +$494K +7,284 New
SMA
1045
Sage Mountain Advisors
Georgia
$491K +$491K +7,248 New
OF
1046
Optimize Financial
California
$491K -$61.8K -912 -11%
SIMG
1047
Sonora Investment Management Group
Arizona
$490K +$132K +1,950 +37%
CCA
1048
Checchi Capital Advisers
California
$489K +$87.8K +1,296 +22%
IWA
1049
Icon Wealth Advisors
Texas
$487K +$11.8K +174 +2%
TFIPS
1050
Towarzystwo Funduszy Inwestycyjnych PZU SA
$485K