CVS icon

CVS Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
PGF
1176
Plan Group Financial
Oklahoma
$334K -$42.8K -620 -11%
SS
1177
Sunbelt Securities
Texas
$333K +$18.6K +415 +6%
LFG
1178
Larson Financial Group
Missouri
$333K +$48.1K +697 +17%
SIA
1179
Soltis Investment Advisors
Utah
$332K +$34.2K +496 +11%
PMWMG
1180
Parr McKnight Wealth Management Group
Minnesota
$332K -$621 -9 -0.2%
DTC
1181
Davidson Trust Company
Washington
$332K -$18.6K -270 -5%
CFP
1182
Catalyst Financial Partners
Massachusetts
$331K +$3.1K +45 +0.9%
CAS
1183
CTC Alternative Strategies
Illinois
$331K +$331K +4,800 New
GS
1184
GTS Securities
New York
$330K -$693K -10,052 -68%
PP
1185
PDS Planning
Ohio
$330K +$31.7K +459 +11%
JWM
1186
Jupiter Wealth Management
Colorado
$330K +$330K +5,000 New
JFA
1187
JNBA Financial Advisors
Minnesota
$329K
Fiera Capital (Canada)
1188
Fiera Capital (Canada)
Quebec, Canada
$329K +$48.4K +701 +17%
S
1189
Sunpointe
Missouri
$328K +$12.8K +185 +4%
MPWT
1190
MassMutual Private Wealth & Trust
Connecticut
$327K +$1.72K +25 +0.5%
NCM
1191
Northside Capital Management
Oregon
$327K +$327K +4,740 New
BIG
1192
Brookwood Investment Group
Arizona
$326K +$326K +4,725 New
RSWM
1193
Robertson Stephens Wealth Management
California
$326K -$966 -14 -0.3%
GIA
1194
Guyasuta Investment Advisors
Pennsylvania
$325K +$91.7K +1,330 +39%
LCWP
1195
Legacy Capital Wealth Partners
Arkansas
$325K +$37K +537 +13%
IC
1196
Iconiq Capital
California
$324K -$60.8K -882 -16%
CWM
1197
Calamos Wealth Management
Illinois
$324K +$324K +4,698 New
WA
1198
WBH Advisory
Maryland
$324K -$40.1K -581 -11%
SL
1199
Sentry LLC
Tennessee
$323K
IPWA
1200
International Private Wealth Advisors
California
$323K +$323K +4,683 New