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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 %
Empower Advisory Group
1076
Empower Advisory Group
Colorado
$440K -$883K -13,026 -67%
AIM
1077
Athena Investment Management
California
$440K +$20.1K +296 +5%
WFAG
1078
Worth Financial Advisory Group
North Carolina
$438K +$16.3K +240 +4%
SP
1079
Symmetry Partners
Connecticut
$436K -$2.85K -42 -0.6%
GAM
1080
Grandview Asset Management
Pennsylvania
$434K -$36.3K -535 -8%
HAG
1081
HF Advisory Group
Maryland
$433K -$15K -221 -3%
DBIA
1082
Dumont & Blake Investment Advisors
New Jersey
$431K -$1.69K -25 -0.4%
CAM
1083
Cozad Asset Management
Illinois
$429K -$13.7K -202 -3%
BFG
1084
Beacon Financial Group
Texas
$425K -$408K -6,026 -49%
CGA
1085
Crescent Grove Advisors
Illinois
$425K +$21.3K +315 +5%
CCAL
1086
City Center Advisors LLC
Michigan
$425K -$108K -1,594 -20%
ZBNA
1087
Zions Bancorporation, National Association
Utah
$424K +$424K +6,257 New
OWA
1088
Octavia Wealth Advisors
Ohio
$420K -$30K -443 -7%
DFS
1089
Dixon Fnancial Services
California
$420K
IAG
1090
Ipsen Advisor Group
Arkansas
$419K -$38.4K -567 -8%
AA
1091
Addison Advisors
Vermont
$419K -$16.7K -247 -4%
MAA
1092
Matrix Asset Advisors
New York
$418K
VF
1093
Virtu Financial
New York
$416K -$7.93M -117,170 -95%
BSA
1094
Bull Street Advisors
Georgia
$412K -$49.4K -730 -11%
CST
1095
Charles Schwab Trust
Nevada
$410K -$67.8K -1,000 -14%
WPP
1096
Whalerock Point Partners
Rhode Island
$410K +$81.8K +1,207 +25%
FFB
1097
First Financial Bankshares
Texas
$409K -$44.6K -658 -10%
APG
1098
Abacus Planning Group
South Carolina
$407K +$49.5K +731 +14%
MSA
1099
Marino Stram & Associates
Massachusetts
$407K -$9.55K -141 -2%
SCA
1100
St. Clair Advisors
Ohio
$407K