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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
WA
1451
Wealth Architects
California
$217K
AA
1452
Acorns Advisers
California
$217K
TIA
1453
Traphagen Investment Advisors
New Jersey
$217K
GPW
1454
Genesis Private Wealth
Virginia
$217K
LWP
1455
LeClair Wealth Partners
Ohio
$216K
LMKC
1456
L.M. Kohn & Company
Ohio
$215K
TIA
1457
Tiemann Investment Advisors
California
$215K
RFA
1458
Resurgent Financial Advisors
Georgia
$215K
AFT
1459
Alpha Family Trust
California
$214K
IFWM
1460
Institute for Wealth Management
Colorado
$214K
ML
1461
McAdam LLC
Pennsylvania
$214K
FAM
1462
Formidable Asset Management
Ohio
$214K
FSC
1463
Full Sail Capital
Oklahoma
$212K
CWMP
1464
Clarion Wealth Managment Partners
Virginia
$212K
FIA
1465
FNY Investment Advisers
New York
$211K
NB
1466
Northwest Bancshares
Pennsylvania
$211K
ACIM
1467
Azimuth Capital Investment Management
Michigan
$211K
WPC
1468
White Pine Capital
Minnesota
$210K
SIS
1469
Sound Income Strategies
Florida
$210K
DIP
1470
DT Investment Partners
Pennsylvania
$209K
HA
1471
HFG Advisors
Ohio
$209K
SPWM
1472
Spartan Planning & Wealth Management
North Carolina
$209K
AT
1473
Avalon Trust
New Mexico
$209K
TWP
1474
Tempus Wealth Planning
California
$208K
SDAM
1475
Shulman DeMeo Asset Management
New York
$208K