CVS icon

CVS Health
CVS

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02B
2
BlackRock
BlackRock
New York
+$696M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
4
Invesco
Invesco
Georgia
+$215M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$164M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$656M
2
Harris Associates
Harris Associates
Illinois
-$355M
3
GCM
Glenview Capital Management
New York
-$259M
4
Holocene Advisors
Holocene Advisors
New York
-$245M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
EW
1326
Evoke Wealth
California
$246K +$246K +3,570 New
DWM
1327
Defined Wealth Management
Oregon
$246K +$1.24K +18 +0.5%
DE
1328
Diversified Enterprises
Delaware
$245K -$61.2K -887 -20%
MWM
1329
Modern Wealth Management
Kansas
$244K +$36.9K +535 +18%
SCA
1330
Stonebridge Capital Advisors
Minnesota
$244K -$3.45K -50 -1%
SWP
1331
Strategic Wealth Partners
Ohio
$244K +$244K +3,531 New
PTC
1332
Petrus Trust Company
Texas
$242K +$242K +3,506 New
LF
1333
Lantz Financial
Illinois
$242K +$7.8K +113 +3%
IIC
1334
Integrated Investment Consultants
Michigan
$241K -$120K -1,736 -33%
WP
1335
Westmount Partners
California
$241K – – –
CSIC
1336
Clifford Swan Investment Counsel
California
$239K +$552 +8 +0.2%
CSPIA
1337
Cary Street Partners Investment Advisory
Virginia
$239K +$18.2K +264 +8%
CCAL
1338
City Center Advisors LLC
Michigan
$239K -$194K -2,816 -45%
BAM
1339
Berkshire Asset Management
Pennsylvania
$237K -$2.14K -31 -0.9%
VA
1340
Valmark Advisers
Ohio
$237K -$74.1K -1,074 -24%
GWM
1341
GK Wealth Management
Nevada
$236K -$21.5K -311 -8%
SVWAG
1342
Sound View Wealth Advisors Group
Georgia
$236K -$55.4K -803 -19%
CGPCS
1343
Capital Group Private Client Services
California
$236K – – –
BA
1344
Bridgewater Advisors
New York
$235K +$7.92K +132 +3%
NCTC
1345
New Covenant Trust Company
Indiana
$234K – – –
Hudson Bay Capital Management
1346
Hudson Bay Capital Management
Connecticut
$234K +$234K +3,387 New
ME
1347
McIlrath & Eck
Washington
$233K +$189K +2,736 +423%
CM
1348
Cercano Management
Washington
$233K +$233K +3,382 New
PFM
1349
Patton Fund Management
Texas
$233K +$233K +3,371 New
EIP
1350
Ellis Investment Partners
Pennsylvania
$231K +$2.14K +31 +0.9%
52 53
54
55 56