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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
JWA
1176
JFS Wealth Advisors
Pennsylvania
$344K
HI
1177
Harbour Investments
Wisconsin
$343K
AWAU
1178
Alliance Wealth Advisors (Utah)
Utah
$342K
T
1179
TOBAM
France
$341K
VT
1180
Volterra Technologies
New York
$340K
RG
1181
Rathbones Group
United Kingdom
$339K
ST
1182
Smithfield Trust
Pennsylvania
$336K
GIM
1183
Goelzer Investment Management
Indiana
$336K
SRC
1184
Shufro Rose & Co
New York
$335K
PGF
1185
Plan Group Financial
Oklahoma
$334K
SS
1186
Sunbelt Securities
Texas
$333K
LFG
1187
Larson Financial Group
Missouri
$333K
SIA
1188
Soltis Investment Advisors
Utah
$332K
PMWMG
1189
Parr McKnight Wealth Management Group
Minnesota
$332K
DTC
1190
Davidson Trust Company
Washington
$332K
CFP
1191
Catalyst Financial Partners
Massachusetts
$331K
CAS
1192
CTC Alternative Strategies
Illinois
$331K
GS
1193
GTS Securities
New York
$330K
PP
1194
PDS Planning
Ohio
$330K
JWM
1195
Jupiter Wealth Management
Colorado
$330K
JFA
1196
JNBA Financial Advisors
Minnesota
$329K
Fiera Capital (Canada)
1197
Fiera Capital (Canada)
Quebec, Canada
$329K
S
1198
Sunpointe
Missouri
$328K
MPWT
1199
MassMutual Private Wealth & Trust
Connecticut
$327K
NCM
1200
Northside Capital Management
Oregon
$327K