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CVS Health

1,827 hedge funds and large institutions have $82.4B invested in CVS Health in 2025 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 664 increasing their positions, 724 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.5% less ownership

Funds ownership: 86.65%86.15% (-0.5%)

8% less repeat investments, than reductions

Existing positions increased: 664 | Existing positions reduced: 724

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
1,827
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.26B
Puts
$1.88B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
1426
TritonPoint Wealth
Maryland
$232K
WWM
1427
Western Wealth Management
Colorado
$232K
LWM
1428
Lyell Wealth Management
California
$231K
TBT
1429
Texas Bank & Trust
Texas
$231K
SAM
1430
Secure Asset Management
Michigan
$230K
DT
1431
Diversified Trust
Tennessee
$230K
IIM
1432
Ipswich Investment Management
Massachusetts
$229K
FHC
1433
First Heartland Consultants
Missouri
$229K
SS
1434
SBI Securities
Japan
$228K
WCM
1435
Windsor Capital Management
Arizona
$227K
ANBOT
1436
American National Bank of Texas
Texas
$226K
BCM
1437
Birch Capital Management
Texas
$225K
LF
1438
Lighthouse Financial
Florida
$225K
TCM
1439
TT Capital Management
California
$224K
WAM
1440
Wolverine Asset Management
Illinois
$220K
CCT
1441
Capital City Trust
Florida
$220K
IIC
1442
Integrated Investment Consultants
Michigan
$219K
FFB
1443
First Financial Bankshares
Texas
$219K
MC
1444
Middleton & Co
Massachusetts
$219K
WC
1445
Weil Company
California
$219K
ABTD
1446
Arvest Bank Trust Division
Oklahoma
$218K
SFG
1447
Sunburst Financial Group
Alabama
$218K
WP
1448
WealthShield Partners
North Carolina
$218K
HR
1449
Howe & Rusling
New York
$217K
MAWA
1450
Moss Adams Wealth Advisors
Washington
$217K