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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
BIG
1201
Brookwood Investment Group
Arizona
$326K
RSWM
1202
Robertson Stephens Wealth Management
California
$326K
GIA
1203
Guyasuta Investment Advisors
Pennsylvania
$325K
LCWP
1204
Legacy Capital Wealth Partners
Arkansas
$325K
IC
1205
Iconiq Capital
California
$324K
CWM
1206
Calamos Wealth Management
Illinois
$324K
WA
1207
WBH Advisory
Maryland
$324K
SL
1208
Sentry LLC
Tennessee
$323K
IPWA
1209
International Private Wealth Advisors
California
$323K
SCM
1210
Sebold Capital Management
Illinois
$321K
TWP
1211
Tyche Wealth Partners
Texas
$320K
MCM
1212
Manchester Capital Management
Vermont
$320K
CIA
1213
Cladis Investment Advisory
Montana
$320K
CB
1214
Cadence Bank
Mississippi
$319K
WAS
1215
Wealth Advisory Solutions
Indiana
$318K
CWM
1216
Cadence Wealth Management
Massachusetts
$317K
FCCM
1217
First City Capital Management
Georgia
$317K
ASG
1218
Ariston Services Group
California
$314K
FPCG
1219
Forum Private Client Group
Indiana
$314K
MPCG
1220
Matrix Private Capital Group
New York
$313K
KFP
1221
Keystone Financial Planning
Ohio
$312K
NCM
1222
Narwhal Capital Management
Georgia
$312K
PHIC
1223
Pine Haven Investment Counsel
Massachusetts
$311K
ACP
1224
Aviance Capital Partners
Florida
$310K
PFA
1225
Petra Financial Advisors
Colorado
$310K