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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 %
SO
1526
Sierra Ocean
California
$48.7K +$41.6K +614 +585%
GJIA
1527
Glass Jacobson Investment Advisors
Maryland
$48.2K
KSB
1528
Kennebec Savings Bank
Maine
$48K
HWA
1529
Heritage Wealth Advisors
Virginia
$47.4K
BWL
1530
Bogart Wealth LLC
Virginia
$46.6K -$7.65K -113 -14%
HWM
1531
Hemington Wealth Management
Virginia
$46K +$11.6K +172 +34%
OIAM
1532
OFI Invest Asset Management
France
$45.8K -$48.3K -770 -51%
NRWA
1533
North Ridge Wealth Advisors
Oregon
$45.3K
GCM
1534
Gables Capital Management
Florida
$45.1K
SWA
1535
SOA Wealth Advisors
New York
$44.6K -$70.5K -1,040 -61%
SFG
1536
Stonebridge Financial Group
Pennsylvania
$44.6K +$2.03K +30 +5%
NECFA
1537
New England Capital Financial Advisors
Connecticut
$44.4K -$2.91K -43 -6%
ME
1538
McIlrath & Eck
Washington
$43.9K -$4.07K -60 -8%
PMFA
1539
Plante Moran Financial Advisors
Michigan
$43K -$84.5K -1,247 -66%
GKIM
1540
GW&K Investment Management
Massachusetts
$43K +$12.2K +180 +39%
SN
1541
Sittner & Nelson
Oregon
$41.1K
FFC
1542
First Financial Corp
Indiana
$40.7K -$15.6K -230 -28%
HI
1543
Hoey Investments
Pennsylvania
$40.7K
PSFG
1544
Park Square Financial Group
Georgia
$39.4K -$25.6K -378 -39%
HC
1545
Hara Capital
Washington
$39.2K -$107K -1,573 -73%
DMIC
1546
Dixon Mitchell Investment Counsel
British Columbia, Canada
$39.2K -$205K -981 -84%
SHIM
1547
Stone House Investment Management
Pennsylvania
$38.8K +$38.8K +572 New
CAM
1548
Costello Asset Management
Pennsylvania
$38.7K +$28.6K +422 +281%
WA
1549
Whipplewood Advisors
Colorado
$38.1K +$7.94K +139 +26%
FCT
1550
First Community Trust
Iowa
$38.1K