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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
FNT
1251
First National Trust
Pennsylvania
$292K
LMKC
1252
L.M. Kohn & Company
Ohio
$292K
EW
1253
Element Wealth
Mississippi
$292K
FAT
1254
First American Trust
California
$292K
NIM
1255
Northeast Investment Management
Massachusetts
$291K
FA
1256
Fortis Advisors
Pennsylvania
$290K
OHWA
1257
Oak Hill Wealth Advisors
Virginia
$289K
BW
1258
BXM Wealth
Colorado
$289K
SOS
1259
Silver Oak Securities
Tennessee
$288K
BFIM
1260
Beese Fulmer Investment Management
Ohio
$288K
ST
1261
Somerset Trust
Pennsylvania
$287K
BCM
1262
Birch Capital Management
Texas
$285K
WFAG
1263
Wescott Financial Advisory Group
Pennsylvania
$285K
OTPPB
1264
Ontario Teachers' Pension Plan Board
Ontario, Canada
$284K
WKWM
1265
Walter & Keenan Wealth Management
Indiana
$283K
VC
1266
Vicus Capital
Pennsylvania
$283K
TCM
1267
TT Capital Management
California
$283K
BAM
1268
Belpointe Asset Management
Nevada
$282K
CHJWM
1269
Carlton Hofferkamp & Jenks Wealth Management
Texas
$282K
RCA
1270
Resonant Capital Advisors
Wisconsin
$281K
AW
1271
Alteri Wealth
California
$280K
LSIA
1272
LaSalle St. Investment Advisors
Illinois
$280K
VCM
1273
Virtue Capital Management
Tennessee
$279K
WA
1274
Whitebox Advisors
Minnesota
$279K
SIG
1275
Sargent Investment Group
Maryland
$279K