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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 %
LSC
1276
Lesa Sroufe & Co
Washington
$274K
IAG
1277
Ipsen Advisor Group
Arkansas
$274K -$153K -2,218 -36%
MWM
1278
Mission Wealth Management
California
$274K +$9.87K +143 +4%
PWMAG
1279
Pinnacle Wealth Management Advisory Group
New Jersey
$273K +$38.1K +552 +16%
OAS
1280
Optivise Advisory Services
Tennessee
$272K -$345 -5 -0.1%
TSWM
1281
Tyler-Stone Wealth Management
Ohio
$272K -$205K -2,972 -43%
BHB
1282
Bank Hapoalim BM
Israel
$270K -$3.79K -55 -1%
GEA
1283
Glen Eagle Advisors
New Jersey
$268K -$42.7K -619 -14%
LIA
1284
Luken Investment Analytics
Tennessee
$268K
DC
1285
Diametric Capital
Massachusetts
$266K +$266K +3,860 New
Federated Hermes
1286
Federated Hermes
Pennsylvania
$266K -$37.2K -540 -12%
CWG
1287
Cornerstone Wealth Group
North Carolina
$266K +$266K +3,852 New
JSW
1288
Journey Strategic Wealth
New Jersey
$265K +$265K +3,839 New
FIB
1289
First Interstate Bank
Montana
$265K -$1.1K -16 -0.4%
CWM
1290
Compass Wealth Management
Connecticut
$264K -$17.2K -250 -6%
AC
1291
Apella Capital
Connecticut
$264K +$7.93K +119 +3%
SXL
1292
Summit X LLC
Missouri
$264K +$28.3K +411 +12%
CPSAC
1293
Chas P. Smith & Associates (CPS)
Florida
$263K -$22.6K -327 -8%
CRC
1294
Curi RMB Capital
Illinois
$263K +$263K +3,814 New
RFA
1295
Register Financial Advisors
Georgia
$263K -$47.9K -694 -15%
QPWM
1296
Quadrant Private Wealth Management
Pennsylvania
$262K +$17.2K +250 +7%
LC
1297
Landaas & Company
Wisconsin
$262K +$262K +3,794 New
BFAG
1298
Blackston Financial Advisory Group
Florida
$262K -$5.45K -79 -2%
MPM
1299
MBB Public Markets
Illinois
$262K -$59.8K -867 -19%
KP
1300
Keel Point
Alabama
$261K +$12.9K +187 +5%