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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 %
AIM
1376
Advyzon Investment Management
Illinois
$216K +$5.59K +81 +3%
WWM
1377
Western Wealth Management
Colorado
$215K -$15K -218 -7%
OCM
1378
One Capital Management
California
$214K -$7.59K -110 -3%
MC
1379
Middleton & Co
Massachusetts
$214K -$27.6K -400 -11%
PAM
1380
Palisade Asset Management
Minnesota
$214K
ST
1381
Sentinel Trust
Texas
$213K
LFA
1382
Laraway Financial Advisors
Minnesota
$213K
FFWM
1383
Future Financial Wealth Management
Ohio
$213K +$7.04K +102 +3%
LWM
1384
Lyell Wealth Management
California
$212K +$212K +3,070 New
KAS
1385
KPP Advisory Services
Kentucky
$212K +$7.17K +104 +4%
TW
1386
TritonPoint Wealth
Maryland
$211K -$49.2K -713 -19%
HR
1387
Howe & Rusling
New York
$210K +$210K +3,048 New
CWMP
1388
Clarion Wealth Managment Partners
Virginia
$210K +$210K +3,045 New
IIM
1389
Ipswich Investment Management
Massachusetts
$210K
BFS
1390
BridgePort Financial Solutions
Iowa
$209K +$2.97K +43 +1%
WCM
1391
Windsor Capital Management
Arizona
$209K
KCM
1392
Kathmere Capital Management
Pennsylvania
$208K -$65.4K -948 -24%
Lord, Abbett & Co
1393
Lord, Abbett & Co
New Jersey
$208K +$208K +3,014 New
DP
1394
Dearborn Partners
Illinois
$207K -$11.8K -171 -5%
FHC
1395
First Heartland Consultants
Missouri
$207K -$66.5K -964 -24%
CAS
1396
Coppell Advisory Solutions
Texas
$206K +$206K +3,001 New
LF
1397
Lighthouse Financial
Florida
$205K
SAM
1398
Secure Asset Management
Michigan
$204K +$204K +2,958 New
CPA
1399
Capital Performance Advisors
California
$204K -$106K -1,536 -34%
BI
1400
Bramshill Investments
Florida
$203K +$203K +2,949 New