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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 %
UCB
1451
United Community Bank
South Carolina
$109K -$29.3K -425 -21%
SFCL
1452
Strengthening Families & Communities LLC
Massachusetts
$106K +$7.93K +117 +8%
LWANC
1453
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K +$103K +7,138 +6,798%
SL
1454
Salomon & Ludwin
Virginia
$104K
WAM
1455
WFA Asset Management
Wisconsin
$98.3K -$16.9K -286 -15%
OWA
1456
Opal Wealth Advisors
New York
$95.3K -$21.8K -316 -19%
CFFP
1457
Center for Financial Planning
Michigan
$92.5K +$6.9K +100 +8%
FFA
1458
Frazier Financial Advisors
Ohio
$92.4K -$1.93K -28 -2%
HNB
1459
Hilltop National Bank
Wyoming
$91.4K +$91.4K +1,325 New
MSG
1460
Main Street Group
Virginia
$91.2K -$4.42K -64 -5%
OAJ
1461
Ogorek Anthony Joseph
New York
$91K +$2.69K +39 +3%
CIA
1462
Cape Investment Advisory
Georgia
$90.1K +$1.45K +21 +2%
CT
1463
Colonial Trust
South Carolina
$88.8K -$16.8K -243 -16%
HWA
1464
HHM Wealth Advisors
Tennessee
$86.7K -$69 -1 -0.1%
NICM
1465
Neo Ivy Capital Management
New York
$86.5K +$86.5K +1,254 New
WOSD
1466
WFA of San Diego
California
$86.4K +$86.4K +1,252 New
CAL
1467
Capital Analysts LLC
Pennsylvania
$85K +$11.8K +171 +16%
GSWM
1468
Golden State Wealth Management
California
$84K +$63.9K +927 +319%
CMP
1469
Coston McIsaac & Partners
Maine
$81K +$411 +6 +0.5%
PSB
1470
Piscataqua Savings Bank
New Hampshire
$80.8K -$5.17K -75 -6%
SCM
1471
Silvant Capital Management
Georgia
$80.6K
PWA
1472
Provenance Wealth Advisors
Florida
$79.4K -$62.4K -905 -44%
CYG
1473
Clean Yield Group
Vermont
$78.6K
IHWM
1474
Iron Horse Wealth Management
Iowa
$77.9K +$7.24K +105 +10%
LFASL
1475
Lugano Financial Advisors SA (LFA)
Switzerland
$77.8K