CVS icon

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 %
CCA
1301
Childress Capital Advisors
Texas
$261K -$203K -2,949 -44%
TM
1302
TigerOak Management
New Mexico
$260K -$1.17K -17 -0.4%
KFC
1303
Klingenstein Fields & Co
New York
$259K -$80.9K -1,173 -24%
VWM
1304
Venturi Wealth Management
Texas
$259K +$259K +3,752 New
WCM
1305
WealthBridge Capital Management
Ohio
$258K +$15.7K +228 +6%
MSE
1306
MUFG Securities EMEA
United Kingdom
$258K +$258K +3,738 New
AO
1307
Advisor OS
Illinois
$257K +$257K +3,731 New
SB
1308
Simmons Bank
Arkansas
$257K -$60.6K -879 -19%
WPW
1309
Waldron Private Wealth
Pennsylvania
$257K -$5.73K -83 -2%
BWM
1310
BCS Wealth Management
Tennessee
$257K -$17.1K -248 -6%
BAAM
1311
Baker Avenue Asset Management
California
$256K +$256K +3,718 New
MIM
1312
Marshall Investment Management
Colorado
$256K
EFI
1313
EHP Funds Inc
Canada
$255K +$255K +3,700 New
FAN
1314
Financial Advisors Network
California
$255K +$29.2K +423 +13%
BWM
1315
Brown Wealth Management
Illinois
$255K +$6.62K +96 +3%
CWM
1316
Connecticut Wealth Management
Connecticut
$255K
PCM
1317
Prelude Capital Management
New York
$254K -$154K -2,235 -38%
WFI
1318
West Family Investments
California
$253K +$7.59K +740 +3%
AWA
1319
AGH Wealth Advisors
Kansas
$252K +$17.5K +254 +7%
SS
1320
SBI Securities
Japan
$252K -$24.9K -361 -9%
CGL
1321
Clarius Group LLC
Washington
$249K +$28.8K +418 +13%
HIC
1322
Holderness Investments Company
North Carolina
$248K -$56.8K -823 -19%
GA
1323
GFS Advisors
Texas
$248K -$380K -5,515 -61%
KCM
1324
Kendall Capital Management
Maryland
$247K
EWS
1325
Eagle Wealth Strategies
New Jersey
$246K +$1.17K +17 +0.5%