We are live on ! Find out more
CVS icon

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
S
1251
Sunpointe
Missouri
$393K +$18.7K +237 +5%
AC
1252
Apella Capital
Connecticut
$392K -$2.37K -30 -0.6%
MW
1253
Marble Wealth
Alabama
$392K +$389K +4,937 New
TC
1254
Truvestments Capital
Florida
$389K -$65.3K -828 -14%
AA
1255
Armis Advisers
Georgia
$388K -$89.1K -1,130 -17%
PHS
1256
Pekin Hardy Strauss
Illinois
$387K +$43.5K +552 +13%
DT
1257
Diversified Trust
Tennessee
$387K +$144K +1,829 +60%
LF
1258
Lantz Financial
Illinois
$384K +$11.1K +141 +3%
PWM
1259
Pines Wealth Management
North Carolina
$381K -$55.9K -709 -13%
ST
1260
Somerset Trust
Pennsylvania
$381K -$2.84K -36 -0.7%
TP
1261
Tranquility Partners
Tennessee
$380K -$11.3K -143 -3%
FC
1262
Fulcrum Capital
Washington
$380K +$378K +4,792 New
ST
1263
Smithfield Trust
Pennsylvania
$380K -$5.12K -65 -1%
FNFDCM
1264
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$379K -$38.8K -492 -9%
MWM
1265
Modern Wealth Management
Kansas
$379K +$63.8K +809 +20%
BFM
1266
Boothbay Fund Management
New York
$377K +$375K +4,754 New
MPWT
1267
MassMutual Private Wealth & Trust
Connecticut
$377K +$59.8K +759 +19%
CCM
1268
Cullen Capital Management
New York
$377K -$135K -1,710 -26%
NCM
1269
Northside Capital Management
Oregon
$376K
MCM
1270
Manchester Capital Management
Vermont
$376K +$5.36K +68 +1%
CB
1271
Cadence Bank
Mississippi
$374K +$6.7K +85 +2%
CPA
1272
Capital Performance Advisors
California
$374K -$237 -3 -0.1%
KOCAA
1273
Knights of Columbus Asset Advisors
Connecticut
$373K +$60.9K +773 +20%
OFS
1274
OneAscent Financial Services
Alabama
$371K +$15.8K +201 +4%
SWM
1275
Sterling Wealth Management
Illinois
$371K +$23.7K +301 +7%