CVS icon

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
SIL
1076
Severin Investments, LLC
Missouri
$454K
PFA
1077
Pure Financial Advisors
California
$450K
SSC
1078
Syverson Strege & Co
Iowa
$450K
MIM
1079
Morningstar Investment Management
Illinois
$449K
IQI
1080
Integrated Quantitative Investments
Washington
$448K
AIM
1081
Athena Investment Management
California
$448K
ZBNA
1082
Zions Bancorporation, National Association
Utah
$446K
MWA
1083
Midland Wealth Advisors
Illinois
$444K
PWAM
1084
Private Wealth Asset Management
Iowa
$440K
CCA
1085
Checchi Capital Advisers
California
$440K
IA
1086
Integrity Alliance
Iowa
$440K
VAS
1087
Vestmark Advisory Solutions
Massachusetts
$439K
WPP
1088
Whalerock Point Partners
Rhode Island
$438K
CGA
1089
Crescent Grove Advisors
Illinois
$435K
OL
1090
Optas LLC
Texas
$433K
EP
1091
Edgestream Partners
New Jersey
$432K
AA
1092
Addison Advisors
Vermont
$432K
MCC
1093
Money Concepts Capital
Florida
$432K
YIA
1094
YHB Investment Advisors
Connecticut
$432K
BIG
1095
Brooklyn Investment Group
New York
$431K
PWM
1096
Pines Wealth Management
North Carolina
$431K
DBIA
1097
Dumont & Blake Investment Advisors
New Jersey
$430K
BBA
1098
Baader Bank Aktiengesellschaft
Germany
$430K
MAA
1099
Matrix Asset Advisors
New York
$430K
DFS
1100
Dixon Fnancial Services
California
$427K