We are live on ! Find out more
CVS icon

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
FIA
1176
FNY Investment Advisers
New York
$468K +$244K +3,093 +110%
PIFP
1177
Partners in Financial Planning
Virginia
$467K
RIA
1178
Regal Investment Advisors
Michigan
$466K -$15.8K -201 -3%
PWAM
1179
Private Wealth Asset Management
Iowa
$465K -$1.18K -15 -0.3%
OP
1180
ORG Partners
Indiana
$465K +$405K +5,137 +714%
PCM
1181
Parsons Capital Management
Rhode Island
$462K +$459K +5,826 New
SSC
1182
Syverson Strege & Co
Iowa
$462K +$7.41K +94 +2%
AOI
1183
Auto-Owners Insurance
Michigan
$461K +$12.1K +154 +3%
KOC
1184
Koss-Olinger Consulting
Florida
$461K -$127K -1,608 -22%
FFG
1185
Fiduciary Financial Group
California
$460K +$7.96K +101 +2%
VIP
1186
Value Investment Professionals
New York
$458K +$455K +5,777 New
TFIPS
1187
Towarzystwo Funduszy Inwestycyjnych PZU SA
$458K
AWM
1188
Aprio Wealth Management
Georgia
$457K +$17.9K +227 +5%
WE
1189
Wealth Effects
Massachusetts
$457K -$15.7K -199 -3%
FHC
1190
First Horizon Corporation
Tennessee
$456K +$22.9K +290 +5%
AA
1191
Ancora Advisors
Ohio
$454K +$38.3K +486 +9%
AIM
1192
Advyzon Investment Management
Illinois
$451K +$134K +1,704 +43%
B
1193
Birchbrook
Maine
$450K -$29.1K -369 -6%
RWM
1194
Ruedi Wealth Management
Illinois
$449K +$446K +5,661 New
LFG
1195
Larson Financial Group
Missouri
$447K +$66.1K +839 +17%
SGI
1196
Summit Global Investments
Utah
$447K +$444K +5,636 New
AF
1197
Amara Financial
California
$447K
BWG
1198
Beta Wealth Group
California
$446K -$118K -1,498 -21%
PE
1199
PCM Encore
Colorado
$446K +$443K +5,617 New
RFP
1200
Root Financial Partners
California
$445K +$12.6K +160 +3%