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CVS Health

1,729 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+85
Holders Change %
+5.17%
% of All Funds
23.49%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
278
Increased
526
Reduced
749
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
TIM
1426
Tortoise Investment Management
New York
$150K +$813 +12 +0.5%
ADL
1427
Asset Dedication LLC
California
$148K +$38.5K +568 +35%
GM
1428
GeoWealth Management
Illinois
$148K -$190K -2,802 -56%
PS
1429
Pinney & Scofield
Massachusetts
$148K -$20.3K -300 -12%
Bank Julius Baer & Co
1430
Bank Julius Baer & Co
Switzerland
$146K +$103K +1,348 +242%
1IA
1431
1620 Investment Advisors
Massachusetts
$145K -$6.84K -101 -4%
SIS
1432
Sound Income Strategies
Florida
$142K +$3.79K +56 +3%
PWA
1433
Provenance Wealth Advisors
Florida
$139K -$178K -2,620 -56%
CFD
1434
Creative Financial Designs
Indiana
$137K +$38.9K +574 +40%
DSC
1435
Duncker Streett & Co
Missouri
$136K -$6.78K -100 -5%
RBC
1436
Roble Belko & Company
Pennsylvania
$136K
UCB
1437
United Community Bank
South Carolina
$136K -$186K -2,747 -58%
RF
1438
Robbins Farley
New Hampshire
$136K -$52.5K -775 -28%
ETS
1439
ESL Trust Services
New York
$136K
BGAI
1440
Bruce G. Allen Investments
Colorado
$123K +$7.25K +107 +6%
EPIM
1441
Evelyn Partners Investment Management
$122K +$122K +401 New
MSFP
1442
Mark Sheptoff Financial Planning
Connecticut
$121K -$13.6K -200 -10%
GWSG
1443
GPS Wealth Strategies Group
Colorado
$119K +$32.5K +480 +37%
NRG
1444
Nemes Rush Group
Michigan
$118K
NFSG
1445
Newbridge Financial Services Group
Florida
$118K -$49.7K -733 -30%
PWM
1446
Proathlete Wealth Management
Florida
$116K +$116K +1,719 New
OWA
1447
Opal Wealth Advisors
New York
$115K +$115K +1,698 New
SFM
1448
Systematic Financial Management
New Jersey
$114K
LB
1449
Legacy Bridge
Iowa
$113K
GFA
1450
Gifford Fong Associates
California
$113K