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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
RF
1526
Robbins Farley
New Hampshire
$151K
DSC
1527
Duncker Streett & Co
Missouri
$148K
OC
1528
Oakworth Capital
Alabama
$147K
JFGIW
1529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$145K
HWM
1530
HighMark Wealth Management
Minnesota
$145K
EPIM
1531
Evelyn Partners Investment Management
$136K
GWSG
1532
GPS Wealth Strategies Group
Colorado
$135K
MSFP
1533
Mark Sheptoff Financial Planning
Connecticut
$134K
LB
1534
Legacy Bridge
Iowa
$134K
PWM
1535
Proathlete Wealth Management
Florida
$132K
ADL
1536
Asset Dedication LLC
California
$131K
NFSG
1537
Newbridge Financial Services Group
Florida
$128K
GFA
1538
Gifford Fong Associates
California
$126K
CB
1539
Centennial Bank
Arkansas
$126K
BGAI
1540
Bruce G. Allen Investments
Colorado
$125K
PWMG
1541
Prestige Wealth Management Group
New Jersey
$125K
PS
1542
Pinney & Scofield
Massachusetts
$125K
NRG
1543
Nemes Rush Group
Michigan
$124K
SN
1544
Sittner & Nelson
Oregon
$121K
NC
1545
North Capital
Utah
$120K
BOJHT
1546
Bank of Jackson Hole Trust
Wyoming
$119K
MA
1547
MCF Advisors
Kentucky
$112K
LSA
1548
Leonteq Securities AG
Switzerland
$111K
VNA
1549
Valley National Advisers
Pennsylvania
$110K
AWM
1550
Ameliora Wealth Management
Switzerland
$109K