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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
ATC
1201
Adirondack Trust Company
New York
$444K -$8.59K -109 -2%
HI
1202
Harbour Investments
Wisconsin
$444K +$31.8K +404 +8%
APG
1203
Abacus Planning Group
South Carolina
$444K +$39.7K +504 +10%
MG
1204
Mather Group
Illinois
$443K +$66.2K +840 +18%
EW
1205
Evoke Wealth
California
$442K -$37.4K -475 -8%
BFG
1206
Beacon Financial Group
Texas
$442K +$1.42K +18 +0.3%
CIA
1207
Caerus Investment Advisors
Texas
$442K +$5.44K +69 +1%
GVAG
1208
Great Valley Advisor Group
Delaware
$441K +$20.7K +262 +5%
APM
1209
Advanced Portfolio Management
New York
$441K +$438K +5,555 New
BSA
1210
Bull Street Advisors
Georgia
$440K
VA
1211
VestGen Advisors
Illinois
$439K +$220K +2,792 +102%
IF
1212
Intrua Financial
Texas
$437K -$113K -1,433 -21%
WEG
1213
World Equity Group
Illinois
$433K +$430K +5,453 New
MWM
1214
Mission Wealth Management
California
$432K +$117K +1,484 +37%
HGA
1215
Hobbs Group Advisors
South Carolina
$432K +$429K +5,440 New
SW
1216
Simplicity Wealth
New Jersey
$429K +$56.4K +716 +15%
LGF
1217
LGT Group Foundation
Liechtenstein
$426K
ACG
1218
Allen Capital Group
Nebraska
$425K -$12.5K -159 -3%
AA
1219
Advisory Alpha
Michigan
$424K +$21.8K +277 +5%
PWMG
1220
Prestige Wealth Management Group
New Jersey
$421K +$288K +3,651 +220%
CFO
1221
CVA Family Office
Colorado
$421K -$19.8K -251 -5%
DS
1222
DRW Securities
Illinois
$418K +$417K +5,292 New
C
1223
Certuity
Florida
$417K +$4.1K +52 +1%
CAM
1224
Columbia Asset Management
Michigan
$417K -$7.88K -100 -2%
MA
1225
MKT Advisors
California
$415K +$710 +9 +0.2%