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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
TBNY
1226
Trustco Bank (New York)
New York
$309K
AA
1227
Advisory Alpha
Michigan
$308K
SFC
1228
SYM Financial Corp
Indiana
$307K
FAM
1229
Formidable Asset Management
Ohio
$306K
LFA
1230
Legacy Financial Advisors
Kentucky
$305K
WE
1231
Wealth Effects
Massachusetts
$304K
SFA
1232
Souders Financial Advisors
Ohio
$303K
MAM
1233
McLean Asset Management
Virginia
$303K
HPM
1234
Hoxton Planning & Management
West Virginia
$302K
SWM
1235
Sterling Wealth Management
Illinois
$301K
C
1236
Certuity
Florida
$300K
BMWM
1237
Brown Miller Wealth Management
Virginia
$299K
FWTB
1238
First Western Trust Bank
Colorado
$299K
SCP
1239
Sender Company & Partners
New York
$299K
PHS
1240
Pekin Hardy Strauss
Illinois
$298K
UAML
1241
US Asset Management LLC
Pennsylvania
$298K
AWM
1242
Aprio Wealth Management
Georgia
$298K
VHAM
1243
Van Hulzen Asset Management
California
$297K
AFP
1244
Ausdal Financial Partners
Iowa
$296K
PIM
1245
Platinum Investment Management
Australia
$296K
CIA
1246
Compass Ion Advisors
Pennsylvania
$295K
PTP
1247
Platform Technology Partners
New York
$295K
MK
1248
MASTERINVEST Kapitalanlage
$294K
PCA
1249
Peddock Capital Advisors
Massachusetts
$293K
TF
1250
Tompkins Financial
New York
$292K