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CVS Health
CVS

Overview Fund Activity

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 153 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
23.19%
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
153
Calls
$2.05B
Puts
$1.7B
Net Calls
+$344M
Net Calls Change
+$208M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.02B
2
BlackRock
BlackRock
New York
+$696M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$237M
4
Invesco
Invesco
Georgia
+$215M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$164M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$656M
2
Harris Associates
Harris Associates
Illinois
-$355M
3
GCM
Glenview Capital Management
New York
-$259M
4
Holocene Advisors
Holocene Advisors
New York
-$245M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
1601
Meeder Asset Management
Ohio
$18.7K -$2.86M -41,511 -99%
SC
1602
Steph & Co
Wisconsin
$18.7K -$552 -8 -3%
LWA
1603
Lowe Wealth Advisors
Maryland
$18.5K +$138 +2 +0.8%
KSB
1604
Kennebec Savings Bank
Maine
$17.4K -$31.5K -456 -64%
PCFFS
1605
Pacific Center for Financial Services
California
$17.2K – – –
FGA
1606
Fortis Group Advisors
New Jersey
$17.2K – – –
CTA
1607
Colonial Trust Advisors
South Carolina
$17.2K -$3.52K -51 -17%
AP
1608
Aspect Partners
Virginia
$17.2K +$12.9K +187 +302%
MCA
1609
Maryland Capital Advisors
Maryland
$17K – – –
CWM
1610
Centricity Wealth Management
Ohio
$16.8K – – –
SC
1611
Swan Capital
Florida
$16.7K -$10.3K -150 -38%
SFA
1612
Semmax Financial Advisors
North Carolina
$16.1K -$852 -13 -5%
CFS
1613
Compass Financial Services
Iowa
$15.9K – – –
RTL
1614
Red Tortoise LLC
Georgia
$15.8K +$138 +2 +0.9%
CTB
1615
Country Trust Bank
Illinois
$15.7K -$13K -189 -45%
CWM
1616
Consultiva Wealth Management
Puerto Rico
$15.3K – – –
FMP
1617
Financial Management Professionals
Texas
$15.3K +$1.17K +17 +8%
GTAM
1618
Global Trust Asset Management
Florida
$15.2K – – –
PC
1619
Promus Capital
Illinois
$15K – – –
UBP
1620
Union Bancaire Privee
Switzerland
$14.6K – – –
SIS
1621
Strategic Investment Solutions
Illinois
$14.3K – – –
BCM
1622
Boreal Capital Management
Florida
$14.1K +$14.1K +205 New
WFA
1623
West Financial Advisors
Iowa
$14K – – –
CA
1624
Centerpoint Advisors
Massachusetts
$14K – – –
HCA
1625
Harbor Capital Advisors
Illinois
$14K +$1.14K +16 +9%
63 64
65
66 67