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CVS Health

1,944 hedge funds and large institutions have $89.8B invested in CVS Health in 2025 Q4 according to their latest regulatory filings, with 270 funds opening new positions, 701 increasing their positions, 725 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 118

14% more call options, than puts

Call options by funds: $1.79B | Put options by funds: $1.57B

9% more capital invested

Capital invested by funds: $82.5B → $89.8B (+$7.39B)

6% more funds holding

Funds holding: 1,8341,944 (+110)

2.99% more ownership

Funds ownership: 86.23%89.23% (+3%)

3% less repeat investments, than reductions

Existing positions increased: 701 | Existing positions reduced: 725

19% less funds holding in top 10

Funds holding in top 10: 3226 (-6)

Holders
1,944
Holders Change
+110
Holders Change %
+6%
% of All Funds
23.65%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.32%
New
270
Increased
701
Reduced
725
Closed
118
Calls
$1.79B
Puts
$1.57B
Net Calls
+$222M
Net Calls Change
-$163M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
1076
Cullen Investment Group
Louisiana
$608K -$172K -2,178 -22%
ASBI
1077
American State Bank (Iowa)
Iowa
$605K -$19.2K -244 -3%
CWA
1078
Centennial Wealth Advisory
Michigan
$604K -$19K -241 -3%
BWM
1079
BCS Wealth Management
Tennessee
$604K +$326K +4,130 +119%
GFA
1080
Gallagher Fiduciary Advisors
Illinois
$600K +$1.89K +24 +0.3%
AF
1081
Aviso Financial
Ontario, Canada
$599K -$11.5K -146 -2%
GWM
1082
Geneos Wealth Management
Colorado
$596K +$126K +1,593 +27%
DTC
1083
Davidson Trust Company
Washington
$593K +$210K +2,662 +55%
BP
1084
Ballentine Partners
Massachusetts
$591K +$158K +2,004 +37%
RCAG
1085
Rehmann Capital Advisory Group
Michigan
$590K -$242K -3,073 -29%
VCA
1086
Verdence Capital Advisors
Maryland
$589K -$11K -139 -2%
MMA
1087
Miracle Mile Advisors
California
$588K +$82.5K +1,046 +16%
AAS
1088
Annex Advisory Services
Wisconsin
$588K +$584K +7,403 New
QWP
1089
Quotient Wealth Partners
Texas
$587K -$21.8K -276 -4%
WA
1090
Wealth Alliance
New York
$586K -$31.8K -403 -5%
CBB
1091
Citizens Business Bank
California
$585K +$581K +7,376 New
IP
1092
Indivisible Partners
Florida
$585K +$581K +7,369 New
BMC
1093
Beaton Management Company
Massachusetts
$584K -$14.3K -181 -2%
CBT
1094
Crews Bank & Trust
Florida
$581K -$32.6K -414 -5%
CBA
1095
Coastal Bridge Advisors
Connecticut
$578K -$17.3K -220 -3%
ZIM
1096
Zacks Investment Management
Illinois
$577K +$14K +178 +3%
WT
1097
Washington Trust
Rhode Island
$575K -$34.2K -434 -6%
BCM
1098
Bayesian Capital Management
New York
$575K -$832K -10,552 -59%
EFMC
1099
Empire Financial Management Company
New York
$573K +$1.97K +25 +0.3%
GRR
1100
Golden Reserve Retirement
Ohio
$568K +$564K +7,160 New