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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 %
FPF
1426
First Pacific Financial
Washington
$146K +$136K +1,966 +1,311%
DSC
1427
Duncker Streett & Co
Missouri
$139K
RBC
1428
Roble Belko & Company
Pennsylvania
$138K
RF
1429
Robbins Farley
New Hampshire
$138K
ETS
1430
ESL Trust Services
New York
$138K
PS
1431
Pinney & Scofield
Massachusetts
$137K -$13.8K -200 -9%
OC
1432
Oakworth Capital
Alabama
$134K -$53.9K -782 -29%
HWM
1433
HighMark Wealth Management
Minnesota
$131K +$95.2K +1,380 +267%
EPIM
1434
Evelyn Partners Investment Management
$124K +$96.4K +1,399 +349%
GWSG
1435
GPS Wealth Strategies Group
Colorado
$123K +$2K +29 +2%
MSFP
1436
Mark Sheptoff Financial Planning
Connecticut
$123K
LB
1437
Legacy Bridge
Iowa
$122K +$6.9K +100 +6%
NFSG
1438
Newbridge Financial Services Group
Florida
$120K +$759 +11 +0.6%
NRG
1439
Nemes Rush Group
Michigan
$120K -$483 -7 -0.4%
PWM
1440
Proathlete Wealth Management
Florida
$120K +$1.1K +16 +0.9%
HBW
1441
Hazlett, Burt & Watson
West Virginia
$117K +$11.5K +165 +11%
GFA
1442
Gifford Fong Associates
California
$116K
Loomis, Sayles & Company
1443
Loomis, Sayles & Company
Massachusetts
$115K +$11.5K +166 +11%
CB
1444
Centennial Bank
Arkansas
$115K
PWMG
1445
Prestige Wealth Management Group
New Jersey
$115K +$2.9K +42 +3%
BGAI
1446
Bruce G. Allen Investments
Colorado
$114K -$11.5K -166 -9%
ADL
1447
Asset Dedication LLC
California
$113K -$37.4K -542 -25%
AT
1448
Arlington Trust
Alabama
$113K +$92.6K +1,342 +447%
PFSC
1449
Peoples Financial Services Corp
Pennsylvania
$113K -$345 -5 -0.3%
NC
1450
North Capital
Utah
$110K -$110K -1,600 -50%