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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
AWM
1026
Axxcess Wealth Management
California
$534K
TPW
1027
Transatlantique Private Wealth
New York
$533K
HVIA
1028
Hudson Valley Investment Advisors
New York
$532K
WT
1029
Washington Trust
Rhode Island
$530K
IBOK
1030
Independence Bank of Kentucky
Kentucky
$529K
AWAG
1031
ARS Wealth Advisors Group
Florida
$529K
BMC
1032
Beaton Management Company
Massachusetts
$527K
BCWM
1033
Bartlett & Co Wealth Management
Ohio
$523K
TFIPS
1034
Towarzystwo Funduszy Inwestycyjnych PZU SA
$522K
IC
1035
Inscription Capital
Texas
$522K
FLPIM
1036
F.L. Putnam Investment Management
Massachusetts
$519K
CWA
1037
Centennial Wealth Advisory
Michigan
$519K
CIP
1038
Convergence Investment Partners
Florida
$517K
CW
1039
CreativeOne Wealth
Kansas
$515K
DWT
1040
Dorsey & Whitney Trust
South Dakota
$512K
CP
1041
Camelot Portfolios
Ohio
$512K
KOC
1042
Koss-Olinger Consulting
Florida
$512K
SCM
1043
Stevens Capital Management
Pennsylvania
$511K
IF
1044
Intrua Financial
Texas
$509K
DT
1045
Diversified Trust
Tennessee
$508K
AC
1046
Avestar Capital
New York
$506K
QL
1047
Quarry LP
New York
$501K
WC
1048
Waterloo Capital
Texas
$501K
BBHC
1049
Brown Brothers Harriman & Co
New York
$500K
LKIM
1050
Lawson Kroeker Investment Management
Nebraska
$498K