CVS icon

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
23.19%
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 %
CCA
1076
Checchi Capital Advisers
California
$440K -$58.2K -843 -12%
IA
1077
Integrity Alliance
Iowa
$440K -$443K -6,420 -50%
VAS
1078
Vestmark Advisory Solutions
Massachusetts
$439K +$144K +2,091 +49%
WPP
1079
Whalerock Point Partners
Rhode Island
$438K +$20.7K +300 +5%
CGA
1080
Crescent Grove Advisors
Illinois
$435K +$2.07K +30 +0.5%
OL
1081
Optas LLC
Texas
$433K +$433K +6,284 New
EP
1082
Edgestream Partners
New Jersey
$432K +$432K +6,268 New
AA
1083
Addison Advisors
Vermont
$432K +$6.07K +88 +1%
MCC
1084
Money Concepts Capital
Florida
$432K +$35.5K +514 +9%
YIA
1085
YHB Investment Advisors
Connecticut
$432K -$48.3K -700 -10%
BIG
1086
Brooklyn Investment Group
New York
$431K +$110K +1,596 +34%
PWM
1087
Pines Wealth Management
North Carolina
$431K +$92.2K +1,367 +27%
DBIA
1088
Dumont & Blake Investment Advisors
New Jersey
$430K -$8.62K -125 -2%
BBA
1089
Baader Bank Aktiengesellschaft
Germany
$430K +$166K +2,411 +63%
MAA
1090
Matrix Asset Advisors
New York
$430K +$3.66K +53 +0.9%
DFS
1091
Dixon Fnancial Services
California
$427K – – –
CFB
1092
Cullen/Frost Bankers
Texas
$427K +$30.6K +444 +8%
CST
1093
Charles Schwab Trust
Nevada
$425K +$6.9K +100 +2%
OWA
1094
Octavia Wealth Advisors
Ohio
$423K -$4.21K -61 -1%
AA
1095
Ancora Advisors
Ohio
$421K -$125K -1,809 -23%
BFG
1096
Beacon Financial Group
Texas
$420K -$13.1K -190 -3%
BP
1097
Ballentine Partners
Massachusetts
$419K -$151K -2,182 -26%
AWE
1098
Avidian Wealth Enterprises
Texas
$419K +$210K +3,038 +100%
BHPW
1099
Beverly Hills Private Wealth
California
$418K +$98K +1,421 +31%
RIA
1100
Regal Investment Advisors
Michigan
$418K -$30.6K -443 -7%
42 43
44
45 46