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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 %
HIIFS
1601
Harel Insurance Investments & Financial Services
Israel
$20K
AWM
1602
Activest Wealth Management
Florida
$19.9K +$19.6K +290 +7,250%
GSWM
1603
Golden State Wealth Management
California
$19.7K +$14.6K +215 +283%
OW
1604
Olistico Wealth
Oklahoma
$19.6K +$19.6K +290 New
BTC
1605
Bank & Trust Company
Illinois
$19.3K
SC
1606
Steph & Co
Wisconsin
$18.9K +$11.6K +171 +158%
VWWMG
1607
Vermillion & White Wealth Management Group
Pennsylvania
$18.8K -$4.41K -65 -19%
WA
1608
WPG Advisers
Maryland
$18.8K +$610 +9 +3%
SAM
1609
Sherman Asset Management
California
$18.6K -$610 -9 -3%
LWA
1610
Lowe Wealth Advisors
Maryland
$18K -$474 -7 -3%
FFL
1611
Financial Freedom LLC
Ohio
$17.8K +$203 +3 +1%
SFA
1612
Semmax Financial Advisors
North Carolina
$17.3K -$2.34K -35 -12%
RF
1613
Roxbury Financial
New Jersey
$17K +$132 +2 +0.8%
PCFFS
1614
Pacific Center for Financial Services
California
$16.9K
FGA
1615
Fortis Group Advisors
New Jersey
$16.9K
MCA
1616
Maryland Capital Advisors
Maryland
$16.7K
CWM
1617
Centricity Wealth Management
Ohio
$16.5K
CFS
1618
Compass Financial Services
Iowa
$15.7K +$15.7K +231 New
RTL
1619
Red Tortoise LLC
Georgia
$15.4K -$5.63K -83 -27%
MAS
1620
MPWM Advisory Solutions
Georgia
$15.3K -$11.2K -165 -42%
PWA
1621
Physician Wealth Advisors
Utah
$15.2K +$7.45K +110 +96%
VWM
1622
Valley Wealth Managers
New Jersey
$15.2K +$15.2K +224 New
CWM
1623
Consultiva Wealth Management
Puerto Rico
$15K
GTAM
1624
Global Trust Asset Management
Florida
$14.9K -$7.74K -116 -34%
PC
1625
Promus Capital
Illinois
$14.7K