CVS icon

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 %
MCM
1176
Manchester Capital Management
Vermont
$328K +$25.7K +379 +9%
PMWMG
1177
Parr McKnight Wealth Management Group
Minnesota
$326K -$407 -6 -0.1%
WWA
1178
Wealth Watch Advisors
Colorado
$326K -$3.66K -54 -1%
FCCM
1179
First City Capital Management
Georgia
$325K -$80.1K -1,183 -20%
JFA
1180
JNBA Financial Advisors
Minnesota
$323K -$45.2K -667 -12%
CFP
1181
Catalyst Financial Partners
Massachusetts
$322K +$322K +4,756 New
RSWM
1182
Robertson Stephens Wealth Management
California
$321K -$57.7K -852 -15%
TBNY
1183
Trustco Bank (New York)
New York
$321K -$6.78K -100 -2%
MPWT
1184
MassMutual Private Wealth & Trust
Connecticut
$320K +$93.6K +1,381 +41%
AC
1185
Avestar Capital
New York
$318K +$318K +4,697 New
HPM
1186
Hoxton Planning & Management
West Virginia
$318K +$318K +4,694 New
CIA
1187
Cladis Investment Advisory
Montana
$318K +$6.84K +101 +2%
SL
1188
Sentry LLC
Tennessee
$317K
FPCG
1189
Forum Private Client Group
Indiana
$316K +$2.98K +44 +1%
MPM
1190
MBB Public Markets
Illinois
$316K +$316K +4,661 New
BIG
1191
Brooklyn Investment Group
New York
$315K +$249K +3,674 +374%
BHPW
1192
Beverly Hills Private Wealth
California
$315K +$315K +4,644 New
FWTB
1193
First Western Trust Bank
Colorado
$314K -$15.7K -231 -5%
FA
1194
Fiducient Advisors
Illinois
$313K +$313K +4,624 New
SB
1195
Simmons Bank
Arkansas
$312K -$51.1K -754 -14%
CWM
1196
Cadence Wealth Management
Massachusetts
$312K
PHS
1197
Pekin Hardy Strauss
Illinois
$310K
S
1198
Sunpointe
Missouri
$310K +$310K +4,575 New
LIP
1199
Lighthouse Investment Partners
Florida
$310K +$310K +4,571 New
TWP
1200
Tyche Wealth Partners
Texas
$310K +$310K +4,569 New