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CVS Health
CVS

Overview Fund Activity

1,729 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 624 increasing their positions, 723 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
–
Holders Change %
0%
% of All Funds
23.18%
Holding in Top 10
32
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-13.51%
% of All Funds
0.43%
New
181
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 %
A
1101
AlphaQuest
New York
$418K +$156K +2,259 +59%
MSA
1102
Marino Stram & Associates
Massachusetts
$417K +$2.28K +33 +0.5%
LI
1103
LifeWealth Investments
Florida
$415K +$415K +6,022 New
SCA
1104
St. Clair Advisors
Ohio
$414K – – –
RIP
1105
Reliant Investment Partners
North Carolina
$414K – – –
EA
1106
Efficient Advisors
Ohio
$414K +$414K +5,999 New
BSA
1107
Bull Street Advisors
Georgia
$410K -$10.4K -150 -2%
RC
1108
Rexford Capital
Texas
$410K +$410K +5,943 New
RC
1109
Rahlfs Capital
Texas
$409K – – –
BFM
1110
Boothbay Fund Management
New York
$407K +$407K +5,896 New
PIFP
1111
Partners in Financial Planning
Virginia
$406K -$1.24K -18 -0.3%
AAS
1112
Ameritas Advisory Services
Nebraska
$405K -$98.4K -1,427 -20%
PA
1113
PSI Advisors
Florida
$404K -$188K -2,728 -32%
TCM
1114
Teza Capital Management
Illinois
$402K +$402K +5,832 New
RA
1115
RFG Advisory
Alabama
$400K -$151K -2,186 -27%
B
1116
Birchbrook
Maine
$400K +$19.9K +288 +5%
TC
1117
Truvestments Capital
Florida
$398K +$621 +9 +0.2%
BAM
1118
Blueshift Asset Management
New Jersey
$398K +$398K +5,769 New
CFO
1119
CVA Family Office
Colorado
$397K +$29K +420 +8%
BPWM
1120
BCS Private Wealth Management
New Jersey
$393K +$393K +5,702 New
SP
1121
Symmetry Partners
Connecticut
$392K -$51.8K -751 -12%
AOI
1122
Auto-Owners Insurance
Michigan
$390K +$121K +1,757 +45%
LA
1123
LexAurum Advisors
Kansas
$389K -$10.7K -155 -3%
AF
1124
Amara Financial
California
$388K – – –
OFS
1125
OneAscent Financial Services
Alabama
$388K -$421K -6,083 -52%
43 44
45
46 47