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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
EFMC
1051
Empire Financial Management Company
New York
$497K
OF
1052
Optimize Financial
California
$496K
EFM
1053
E Fund Management
China
$496K
WSCM
1054
Wellington Shields Capital Management
New York
$493K
SWM
1055
SeaCrest Wealth Management
New York
$490K
KFS
1056
Kurt F. Somerville
$489K
MEAC
1057
M.E. Allison & Co
Texas
$484K
IWA
1058
Icon Wealth Advisors
Texas
$483K
ASC
1059
Atalanta Sosnoff Capital
New York
$481K
PWP
1060
Prasad Wealth Partners
Ohio
$481K
WBCM
1061
Wilson & Boucher Capital Management
California
$479K
Koshinski Asset Management
1062
Koshinski Asset Management
Illinois
$478K
WF
1063
Williams Financial
Vermont
$478K
WB
1064
Webster Bank
Connecticut
$474K
BC
1065
Bridgefront Capital
Texas
$472K
PA
1066
Procyon Advisors
Connecticut
$472K
GRR
1067
Golden Reserve Retirement
Ohio
$468K
Fayez Sarofim & Co
1068
Fayez Sarofim & Co
Texas
$467K
BIA
1069
Beacon Investment Advisors
Maryland
$466K
WFAG
1070
Worth Financial Advisory Group
North Carolina
$465K
AG
1071
Ascent Group
Virginia
$465K
Financial Engines Advisors
1072
Financial Engines Advisors
California
$463K
AA
1073
Alta Advisers
United Kingdom
$463K
BB
1074
Busey Bank
Illinois
$461K
CAM
1075
Columbia Asset Management
Michigan
$455K