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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 %
LIA
1351
LS Investment Advisors
Michigan
$231K +$231K +3,350 New
AF
1352
Advisornet Financial
Minnesota
$231K -$6K -87 -3%
AFS
1353
Axiom Financial Strategies
Indiana
$229K +$229K +3,317 New
PIM
1354
Penobscot Investment Management
Massachusetts
$228K +$10.3K +150 +5%
OL
1355
OneFund LLC
Florida
$228K -$2K -29 -0.9%
SAW
1356
Signal Advisors Wealth
Michigan
$227K +$227K +3,296 New
CCT
1357
Capital City Trust
Florida
$227K -$59.2K -858 -21%
KFI
1358
Key Financial Inc
Pennsylvania
$226K
AFA
1359
AA Financial Advisors
Ohio
$226K -$20.7K -300 -8%
HFP
1360
Holistic Financial Partners
Indiana
$225K +$9.73K +141 +5%
BPC
1361
Banque Pictet & Cie
Switzerland
$225K +$3.52K +51 +2%
AWM
1362
Accredited Wealth Management
Kentucky
$225K -$13.5K -196 -6%
IFWM
1363
Institute for Wealth Management
Colorado
$223K -$8.55K -124 -4%
OFG
1364
OmniStar Financial Group
North Carolina
$223K +$223K +3,227 New
LCM
1365
Laurion Capital Management
New York
$221K +$221K +3,201 New
CH
1366
Cromwell Holdings
Wyoming
$220K +$156K +2,260 +244%
KA
1367
Klingman & Associates
New York
$219K -$8.97K -130 -4%
LA
1368
LVW Advisors
New York
$219K -$59K -855 -21%
LBC
1369
Lowe Brockenbrough & Co
Virginia
$218K +$690 +10 +0.3%
HAS
1370
HBW Advisory Services
California
$218K -$6.42K -93 -3%
HTHT
1371
Hemenway Trust Hemenway Trust
New Hampshire
$217K -$53.5K -775 -20%
AC
1372
AlphaCore Capital
California
$217K +$18.9K +274 +10%
MFG
1373
MidWestOne Financial Group
Iowa
$216K
KCM
1374
Kanawha Capital Management
Virginia
$216K +$216K +3,128 New
RIA
1375
Realta Investment Advisors
Delaware
$216K +$3.66K +53 +2%