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CVS Health

1,742 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 626 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: 1,7361,742 (+6)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

14% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 730

Holders
1,742
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
CST
1101
Charles Schwab Trust
Nevada
$425K
OWA
1102
Octavia Wealth Advisors
Ohio
$423K
AA
1103
Ancora Advisors
Ohio
$421K
BFG
1104
Beacon Financial Group
Texas
$420K
BP
1105
Ballentine Partners
Massachusetts
$419K
AWE
1106
Avidian Wealth Enterprises
Texas
$419K
BHPW
1107
Beverly Hills Private Wealth
California
$418K
RIA
1108
Regal Investment Advisors
Michigan
$418K
A
1109
AlphaQuest
New York
$418K
MSA
1110
Marino Stram & Associates
Massachusetts
$417K
LI
1111
LifeWealth Investments
Florida
$415K
SCA
1112
St. Clair Advisors
Ohio
$414K
RIP
1113
Reliant Investment Partners
North Carolina
$414K
EA
1114
Efficient Advisors
Ohio
$414K
BSA
1115
Bull Street Advisors
Georgia
$410K
RC
1116
Rexford Capital
Texas
$410K
RC
1117
Rahlfs Capital
Texas
$409K
BFM
1118
Boothbay Fund Management
New York
$407K
PIFP
1119
Partners in Financial Planning
Virginia
$406K
AAS
1120
Ameritas Advisory Services
Nebraska
$405K
PA
1121
PSI Advisors
Florida
$404K
TCM
1122
Teza Capital Management
Illinois
$402K
RA
1123
RFG Advisory
Alabama
$400K
B
1124
Birchbrook
Maine
$400K
TC
1125
Truvestments Capital
Florida
$398K