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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
AA
1151
Addison Advisors
Vermont
$492K -$3.94K -50 -0.8%
AC
1152
Aristeia Capital
Connecticut
$491K +$488K +6,192 New
MAA
1153
Matrix Asset Advisors
New York
$490K -$158 -2 -0%
MCC
1154
Money Concepts Capital
Florida
$487K -$37.3K -473 -7%
BPWM
1155
BCS Private Wealth Management
New Jersey
$486K +$7.88K +100 +2%
VCM
1156
Virtue Capital Management
Tennessee
$486K +$287K +3,635 +150%
OWA
1157
Octavia Wealth Advisors
Ohio
$485K -$2.29K -29 -0.5%
AIA
1158
AssuredPartners Investment Advisors
Florida
$485K +$482K +6,113 New
WB
1159
Webster Bank
Connecticut
$483K
MWM
1160
Meadowbrook Wealth Management
New York
$482K +$90.7K +1,150 +23%
S
1161
Storgate
Texas
$480K +$477K +6,054 New
STS
1162
SG Trading Solutions
Utah
$479K +$476K +6,040 New
SAM
1163
Synergy Asset Management
Washington
$478K +$76.9K +976 +19%
SCA
1164
St. Clair Advisors
Ohio
$478K
MSA
1165
Marino Stram & Associates
Massachusetts
$477K -$2.92K -37 -0.6%
RIP
1166
Reliant Investment Partners
North Carolina
$476K
RG
1167
Rathbones Group
United Kingdom
$474K +$133K +1,691 +40%
WPP
1168
Whalerock Point Partners
Rhode Island
$472K -$31.9K -405 -6%
DBIA
1169
Dumont & Blake Investment Advisors
New Jersey
$472K +$1.58K +20 +0.3%
RC
1170
Rexford Capital
Texas
$472K
BCWM
1171
Bartlett & Co Wealth Management
Ohio
$472K +$98.2K +1,246 +27%
RC
1172
Rahlfs Capital
Texas
$471K
RAM
1173
Riggs Asset Management
Pennsylvania
$471K +$130K +1,652 +39%
AW
1174
Alteri Wealth
California
$469K +$135K +1,718 +41%
PP
1175
PDS Planning
Ohio
$469K +$71.8K +911 +18%