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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
SCM
1576
Silvant Capital Management
Georgia
$88.1K
EPIMS
1577
Evelyn Partners Investment Management Services
$87.1K
RA
1578
Rise Advisors
New York
$86.8K
PWA
1579
Provenance Wealth Advisors
Florida
$86.8K
CYG
1580
Clean Yield Group
Vermont
$85.9K
S
1581
Sachetta
Massachusetts
$85.6K
HWA
1582
HHM Wealth Advisors
Tennessee
$85.2K
BCWM
1583
Ball & Co Wealth Management
Tennessee
$85K
SWIM
1584
Smallwood Wealth Investment Management
New Jersey
$84.2K
TWD
1585
True Wealth Design
Ohio
$80.8K
CAL
1586
Capital Analysts LLC
Pennsylvania
$80K
YDMI
1587
Y.D. More Investments
Israel
$78.4K
HI
1588
Hoey Investments
Pennsylvania
$75.4K
JGIA
1589
Jackson Grant Investment Advisers
Connecticut
$75.4K
LFASL
1590
Lugano Financial Advisors SA (LFA)
Switzerland
$74.8K
FNWA
1591
Financial Network Wealth Advisors
Utah
$74.1K
NECFA
1592
New England Capital Financial Advisors
Connecticut
$73.6K
CHC
1593
City Holding Co
West Virginia
$73.6K
MEG
1594
Millstone Evans Group
Colorado
$70K
GKIM
1595
GW&K Investment Management
Massachusetts
$69K
PSB
1596
Piscataqua Savings Bank
New Hampshire
$69K
BSB
1597
Bangor Savings Bank
Maine
$68.2K
FFWM
1598
Future Financial Wealth Management
Ohio
$66.9K
CT
1599
Caldwell Trust
Florida
$66.3K
GJIA
1600
Glass Jacobson Investment Advisors
Maryland
$63.7K