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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 %
RIP
1101
Reliant Investment Partners
North Carolina
$407K
CA
1102
Carson Advisory
Georgia
$404K -$33.9K -500 -8%
SIA
1103
Schechter Investment Advisors
Michigan
$403K +$22.8K +336 +6%
RC
1104
Rahlfs Capital
Texas
$402K
PCM
1105
Prelude Capital Management
New York
$401K +$401K +5,915 New
RG
1106
Rathbones Group
United Kingdom
$401K -$143K -2,115 -26%
PIFP
1107
Partners in Financial Planning
Virginia
$400K +$68 +1 +0%
PHIC
1108
Pine Haven Investment Counsel
Massachusetts
$399K -$157K -2,312 -28%
HI
1109
Harbour Investments
Wisconsin
$398K +$31.2K +461 +9%
WAG
1110
Wallace Advisory Group
California
$397K +$55.5K +1,236 +16%
LA
1111
LexAurum Advisors
Kansas
$393K -$9.01K -133 -2%
GVAG
1112
Great Valley Advisor Group
Delaware
$392K +$41K +605 +12%
TC
1113
Truvestments Capital
Florida
$390K +$8.2K +121 +2%
MCC
1114
Money Concepts Capital
Florida
$390K -$29.8K -440 -7%
CFB
1115
Cullen/Frost Bankers
Texas
$389K -$28.2K -416 -7%
SMH
1116
Sanders Morris Harris
Texas
$386K
AF
1117
Amara Financial
California
$382K
AGP
1118
Aspire Growth Partners
Florida
$380K +$19.4K +291 +5%
IC
1119
Iconiq Capital
California
$378K +$378K +5,586 New
VFM
1120
Vision Financial Markets
Connecticut
$377K -$11.8K -174 -3%
BC
1121
Barrett & Company
Rhode Island
$376K -$8.88K -131 -2%
JWA
1122
JFS Wealth Advisors
Pennsylvania
$374K +$113K +1,665 +43%
BFO
1123
Boston Family Office
Massachusetts
$374K -$146K -2,150 -28%
B
1124
Birchbrook
Maine
$373K -$48.3K -713 -11%
GWA
1125
GGM Wealth Advisors
Maryland
$372K