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CVS Health
CVS

Overview Fund Activity

1,730 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 624 increasing their positions, 723 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+1
Holders Change %
+0.06%
% 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
182
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 %
SSWM
1126
Sheets Smith Wealth Management
North Carolina
$388K -$814K -11,800 -68%
AA
1127
Armis Advisers
Georgia
$388K +$388K +5,985 New
CAMG
1128
CWA Asset Management Group
Florida
$388K +$14.6K +212 +4%
ACM
1129
AlphaStar Capital Management
North Carolina
$385K +$385K +5,577 New
VFM
1130
Vision Financial Markets
Connecticut
$384K +$138 +2 +0%
BC
1131
Barrett & Company
Rhode Island
$383K +$207 +3 +0.1%
FNFDCM
1132
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$380K +$1.86K +27 +0.5%
SAI
1133
Savvy Advisors Inc
New York
$379K +$138K +2,001 +57%
EFG
1134
Everhart Financial Group
Ohio
$378K +$378K +5,487 New
MF
1135
Meridian Financial
Massachusetts
$376K – – –
TBA
1136
Tower Bridge Advisors
Pennsylvania
$376K – – –
ACG
1137
Allen Capital Group
Nebraska
$374K -$1.59K -23 -0.4%
RFP
1138
Root Financial Partners
California
$374K +$25K +362 +7%
GAM
1139
Grandview Asset Management
Pennsylvania
$372K -$68.9K -1,000 -16%
KCP
1140
Kera Capital Partners
California
$371K +$371K +5,384 New
CA
1141
Carson Advisory
Georgia
$370K -$41.4K -600 -10%
APG
1142
Abacus Planning Group
South Carolina
$370K -$45K -653 -11%
RT
1143
Rockland Trust
Massachusetts
$368K – – –
AGP
1144
Aspire Growth Partners
Florida
$368K -$24.7K -358 -6%
WWA
1145
Wealth Watch Advisors
Colorado
$367K +$28K +397 +8%
BFO
1146
Boston Family Office
Massachusetts
$367K -$13.8K -200 -4%
GVAG
1147
Great Valley Advisor Group
Delaware
$365K -$33.8K -490 -8%
AFT
1148
Alpha Family Trust
California
$365K +$146K +2,115 +67%
AB
1149
Atlas Brown
Kentucky
$363K +$25.5K +370 +8%
PFBT
1150
Parkside Financial Bank & Trust
Missouri
$361K +$8.49K +123 +2%
44 45
46
47 48