CVS icon

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
PP
1601
PFS Partners
New Jersey
$63.3K
FCAS
1602
First Command Advisory Services
Texas
$63K
OPTFSNA
1603
Old Point Trust & Financial Services N A
Virginia
$62.8K
PPC
1604
Park Place Capital
Alabama
$62.4K
CAL
1605
Capital Advisors Ltd
Ohio
$62K
HWM
1606
Hemington Wealth Management
Virginia
$62K
DAM
1607
Delta Asset Management
Tennessee
$61.9K
NMG
1608
New Millennium Group
Utah
$61.6K
LAM
1609
Lummis Asset Management
Texas
$60.3K
KFP
1610
Keener Financial Planning
Texas
$59K
CT
1611
Clearstead Trust
Maine
$58.7K
C
1612
Covestor
United Kingdom
$55K
OP
1613
ORG Partners
Indiana
$54.2K
FP
1614
Financial Perspectives
Minnesota
$53.4K
ITIM
1615
Indiana Trust & Investment Management
Indiana
$53.2K
HWA
1616
Heritage Wealth Advisors
Virginia
$52.8K
MAS
1617
MPWM Advisory Solutions
Georgia
$52.8K
SIC
1618
SJS Investment Consulting
Ohio
$51.8K
PMFA
1619
Plante Moran Financial Advisors
Michigan
$49.9K
FLP
1620
Financial Life Planners
Arizona
$49.5K
WWM
1621
Wolff Wiese Magana
California
$49.1K
HDIM
1622
Hanson & Doremus Investment Management
Vermont
$49K
WBC
1623
West Branch Capital
Massachusetts
$48.3K
PWA
1624
Physician Wealth Advisors
Utah
$47.9K
BWL
1625
Bogart Wealth LLC
Virginia
$46.6K