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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 %
SCM
1201
Sebold Capital Management
Illinois
$321K +$321K +4,657 New
TWP
1202
Tyche Wealth Partners
Texas
$320K +$5.17K +75 +2%
MCM
1203
Manchester Capital Management
Vermont
$320K -$13.7K -198 -4%
CIA
1204
Cladis Investment Advisory
Montana
$320K -$3.86K -56 -1%
CB
1205
Cadence Bank
Mississippi
$319K +$5.04K +73 +2%
WAS
1206
Wealth Advisory Solutions
Indiana
$318K -$196K -2,845 -38%
CWM
1207
Cadence Wealth Management
Massachusetts
$317K
FCCM
1208
First City Capital Management
Georgia
$317K -$13.7K -198 -4%
ASG
1209
Ariston Services Group
California
$314K +$36.4K +528 +13%
FPCG
1210
Forum Private Client Group
Indiana
$314K -$8.62K -125 -3%
MPCG
1211
Matrix Private Capital Group
New York
$313K -$161K -2,332 -34%
KFP
1212
Keystone Financial Planning
Ohio
$312K
NCM
1213
Narwhal Capital Management
Georgia
$312K -$466K -6,750 -60%
PHIC
1214
Pine Haven Investment Counsel
Massachusetts
$311K -$95.4K -1,383 -23%
ACP
1215
Aviance Capital Partners
Florida
$310K +$69 +1 +0%
PFA
1216
Petra Financial Advisors
Colorado
$310K +$9.86K +143 +3%
TBNY
1217
Trustco Bank (New York)
New York
$309K -$17.2K -250 -5%
AA
1218
Advisory Alpha
Michigan
$308K +$5.38K +78 +2%
SFC
1219
SYM Financial Corp
Indiana
$307K -$45.2K -656 -13%
FAM
1220
Formidable Asset Management
Ohio
$306K
LFA
1221
Legacy Financial Advisors
Kentucky
$305K +$39.9K +578 +15%
WE
1222
Wealth Effects
Massachusetts
$304K -$39.5K -573 -11%
SFA
1223
Souders Financial Advisors
Ohio
$303K +$25.6K +371 +9%
MAM
1224
McLean Asset Management
Virginia
$303K -$38.7K -581 -11%
HPM
1225
Hoxton Planning & Management
West Virginia
$302K -$21.9K -317 -7%