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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 %
OPTFSNA
1501
Old Point Trust & Financial Services N A
Virginia
$57.5K -$57.5K -833 -50%
DAM
1502
Delta Asset Management
Tennessee
$56.6K
PPC
1503
Park Place Capital
Alabama
$56.6K -$47.5K -683 -46%
AP
1504
Atwood & Palmer
Missouri
$56.6K
PP
1505
PFS Partners
New Jersey
$55.2K -$18.8K -272 -25%
CT
1506
Clearstead Trust
Maine
$54.6K +$1.73K +25 +3%
HFS
1507
Hopwood Financial Services
Virginia
$54K
KFP
1508
Keener Financial Planning
Texas
$54K
MYIA
1509
Mount Yale Investment Advisors
Colorado
$53.7K +$53.7K +778 New
HWM
1510
Hemington Wealth Management
Virginia
$53K +$6.66K +98 +14%
LAM
1511
Lummis Asset Management
Texas
$52.4K
C
1512
Covestor
United Kingdom
$52K -$14.9K -214 -22%
BIA
1513
Bell Investment Advisors
California
$48.8K +$17.5K +253 +56%
FP
1514
Financial Perspectives
Minnesota
$48.8K -$6.69K -97 -12%
ITIM
1515
Indiana Trust & Investment Management
Indiana
$48.7K -$2.28K -33 -4%
MCM
1516
MV Capital Management
Maryland
$48.5K -$2.62K -38 -5%
HWA
1517
Heritage Wealth Advisors
Virginia
$48.3K
FIA
1518
FNY Investment Advisers
New York
$46K +$46K +669 New
WWM
1519
Wolff Wiese Magana
California
$44.9K -$22.9K -332 -34%
WBC
1520
West Branch Capital
Massachusetts
$44.1K +$6.9K +100 +19%
PMFA
1521
Plante Moran Financial Advisors
Michigan
$43.8K
SO
1522
Sierra Ocean
California
$43K -$6.63K -96 -13%
BWL
1523
Bogart Wealth LLC
Virginia
$42.3K -$5.17K -75 -11%
WA
1524
Whipplewood Advisors
Colorado
$42K -$4.07K -59 -9%
MHR
1525
Matthew Hamilton Rosenberg
$41.9K +$15.6K +226 +59%