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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 %
MA
1401
MJP Associates
Connecticut
$203K +$203K +2,939 New
RWP
1402
Revolve Wealth Partners
New Jersey
$203K +$203K +2,938 New
TWP
1403
Tempus Wealth Planning
California
$202K -$17.2K -250 -8%
FSA
1404
Fort Sheridan Advisors
Illinois
$201K -$27.6K -400 -12%
WC
1405
Weil Company
California
$200K +$200K +2,904 New
RF
1406
Rossby Financial
Florida
$192K -$7.73K -112 -4%
DIP
1407
DT Investment Partners
Pennsylvania
$192K
SIS
1408
Sound Income Strategies
Florida
$191K +$46.7K +677 +32%
OIA
1409
Optimum Investment Advisors
Illinois
$187K -$67.4K -977 -27%
AAP
1410
Arax Advisory Partners
Colorado
$185K +$115K +1,635 +164%
T. Rowe Price Investment Management
1411
T. Rowe Price Investment Management
Maryland
$178K +$178K +2,568 New
1IA
1412
1620 Investment Advisors
Massachusetts
$178K +$29.9K +433 +20%
CF
1413
Centaurus Financial
California
$175K -$16.5K -239 -9%
HB
1414
Horizon Bancorp
Indiana
$174K -$6.21K -90 -3%
CSC
1415
Caldwell Sutter Capital
California
$172K +$3.38K +49 +2%
CIR
1416
Clear Investment Research
Georgia
$168K +$69 +1 +0%
CSB
1417
City State Bank
Iowa
$159K -$16.9K -245 -10%
TIM
1418
Tortoise Investment Management
New York
$157K +$4.55K +66 +3%
BOJHT
1419
Bank of Jackson Hole Trust
Wyoming
$153K -$22.6K -327 -13%
AAG
1420
Armstrong Advisory Group
Massachusetts
$151K +$69K +1,000 +84%
USB
1421
Union Savings Bank
Connecticut
$151K
VNA
1422
Valley National Advisers
Pennsylvania
$150K -$19.6K -286 -12%
GBT
1423
Grove Bank & Trust
Florida
$149K +$34.6K +502 +30%
Bank Julius Baer & Co
1424
Bank Julius Baer & Co
Switzerland
$148K +$16.9K +245 +13%
CFD
1425
Creative Financial Designs
Indiana
$146K +$6.35K +92 +5%