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CVS Health

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
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
1651
Legend Financial Advisors
Pennsylvania
$8.62K +$8.62K +125 New
MDA
1652
Minot DeBlois Advisors
Massachusetts
$8.21K
BWM
1653
Bernard Wealth Management
Michigan
$8.07K -$2.14K -31 -21%
WCM
1654
WealthTrak Capital Management
Virginia
$7.93K +$1.04K +15 +15%
CWM
1655
Cedar Wealth Management
California
$7.38K +$3.59K +52 +95%
DWS
1656
Dynamic Wealth Strategies
California
$7.38K -$138 -2 -2%
PFG
1657
Putney Financial Group
California
$7.38K +$207 +3 +3%
HIA
1658
HFM Investment Advisors
New Jersey
$7.25K +$966 +14 +15%
OWP
1659
ORG Wealth Partners
Texas
$7.04K
PCM
1660
Penserra Capital Management
California
$7K
RCM
1661
Richardson Capital Management
Wisconsin
$6.9K
TCM
1662
TruNorth Capital Management
Michigan
$6.9K
BAM
1663
Bellevue Asset Management
Washington
$6.9K
HCM
1664
Horrell Capital Management
Arkansas
$6.9K +$6.9K +100 New
HFS
1665
Hughes Financial Services
Virginia
$6.67K -$1.46K -23 -18%
T
1666
Transce3nd
Texas
$6.55K +$896 +13 +16%
GWSA
1667
Global Wealth Strategies & Associates
Colorado
$6.48K
KWM
1668
Kiker Wealth Management
Georgia
$6.35K -$621 -9 -9%
CFP
1669
Comprehensive Financial Planning
Pennsylvania
$6.28K
ACM
1670
Anfield Capital Management
California
$6.28K +$1.24K +18 +25%
JFG
1671
JDM Financial Group
Texas
$6.21K
SC
1672
Stephens Consulting
Michigan
$6.14K -$4.55K -66 -43%
DWM
1673
Darwin Wealth Management
Florida
$6.14K +$4.14K +60 +207%
AF
1674
Alerus Financial
North Dakota
$6.14K +$6.14K +89 New
RI
1675
Ridgewood Investments
New Jersey
$5.93K -$22.8K -330 -79%