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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 %
SWM
1226
Sterling Wealth Management
Illinois
$301K +$301K +4,370 New
C
1227
Certuity
Florida
$300K +$300K +4,343 New
BMWM
1228
Brown Miller Wealth Management
Virginia
$299K +$38.1K +552 +15%
FWTB
1229
First Western Trust Bank
Colorado
$299K -$21.2K -308 -7%
SCP
1230
Sender Company & Partners
New York
$299K +$299K +4,331 New
PHS
1231
Pekin Hardy Strauss
Illinois
$298K -$17.2K -250 -5%
UAML
1232
US Asset Management LLC
Pennsylvania
$298K -$690 -10 -0.2%
AWM
1233
Aprio Wealth Management
Georgia
$298K +$298K +4,318 New
VHAM
1234
Van Hulzen Asset Management
California
$297K -$13.5K -195 -4%
AFP
1235
Ausdal Financial Partners
Iowa
$296K -$78.1K -1,132 -21%
PIM
1236
Platinum Investment Management
Australia
$296K
CIA
1237
Compass Ion Advisors
Pennsylvania
$295K -$61.9K -897 -17%
PTP
1238
Platform Technology Partners
New York
$295K +$295K +4,272 New
MK
1239
MASTERINVEST Kapitalanlage
$294K +$294K +4,265 New
PCA
1240
Peddock Capital Advisors
Massachusetts
$293K -$42.6K -617 -13%
TF
1241
Tompkins Financial
New York
$292K -$6.9K -100 -2%
FNT
1242
First National Trust
Pennsylvania
$292K -$8.55K -124 -3%
LMKC
1243
L.M. Kohn & Company
Ohio
$292K +$26.3K +381 +10%
EW
1244
Element Wealth
Mississippi
$292K -$51.6K -748 -15%
FAT
1245
First American Trust
California
$292K -$70.8K -1,026 -20%
NIM
1246
Northeast Investment Management
Massachusetts
$291K -$7.59K -110 -3%
FA
1247
Fortis Advisors
Pennsylvania
$290K
OHWA
1248
Oak Hill Wealth Advisors
Virginia
$289K
BW
1249
BXM Wealth
Colorado
$289K -$76.2K -1,105 -21%
SOS
1250
Silver Oak Securities
Tennessee
$288K -$11.3K -164 -4%