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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 %
RTC
1501
Riverview Trust Company
Washington
$64.8K +$35.2K +520 +119%
CWP
1502
Concord Wealth Partners
Virginia
$62.7K -$20K -295 -24%
CH
1503
Cromwell Holdings
Wyoming
$62.7K -$113K -1,671 -64%
AGWCA
1504
Annis Gardner Whiting Capital Advisors
Florida
$62.1K
WPA
1505
West Paces Advisors
Georgia
$61.4K
BSB
1506
Bangor Savings Bank
Maine
$61.3K
PCTC
1507
Perkins Coie Trust Company
Washington
$61K -$4.68K -69 -7%
BBPWM
1508
Blue Bell Private Wealth Management
Pennsylvania
$60K -$27K -399 -31%
FCAS
1509
First Command Advisory Services
Texas
$60K -$5.49K -81 -8%
PGAM
1510
Princeton Global Asset Management
New Jersey
$57.2K -$5.42K -80 -9%
CPA
1511
Compass Planning Associates
Massachusetts
$56.1K +$677 +10 +1%
DAM
1512
Delta Asset Management
Tennessee
$55.6K
AP
1513
Atwood & Palmer
Missouri
$55.6K +$38.6K +570 +228%
FP
1514
Financial Perspectives
Minnesota
$54.5K
WF
1515
Wayfinding Financial
Washington
$54K +$54K +808 New
AAG
1516
Armstrong Advisory Group
Massachusetts
$53.7K
LAM
1517
Lummis Asset Management
Texas
$53.4K +$53.4K +800 New
HFS
1518
Hopwood Financial Services
Virginia
$53K +$9.01K +133 +20%
KFP
1519
Keener Financial Planning
Texas
$53K
CT
1520
Clearstead Trust
Maine
$52K +$18.1K +267 +53%
PB
1521
Pinnacle Bancorp
Nebraska
$51.9K -$79K -1,166 -60%
MCM
1522
MV Capital Management
Maryland
$50.2K +$19.6K +289 +64%
ITIM
1523
Indiana Trust & Investment Management
Indiana
$50.1K -$6.44K -95 -11%
MWM
1524
Mascoma Wealth Management
New Hampshire
$49K
QL
1525
Quarry LP
New York
$48.8K -$97.8K -1,443 -67%