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CVS Health

1,730 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+86
Holders Change %
+5.23%
% of All Funds
23.5%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
279
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 %
BWM
1651
Bernard Wealth Management
Michigan
$10K +$1.63K +24 +19%
CIAS
1652
CBIZ Investment Advisory Services
Ohio
$9.49K +$7.18K +106 +312%
CWM
1653
CarsonAllaria Wealth Management
Illinois
$9.28K +$1.49K +22 +19%
HFS
1654
Hughes Financial Services
Virginia
$8.7K +$8.7K +128 New
CAM
1655
Creekmur Asset Management
Illinois
$8.67K
MWA
1656
Miller Wealth Advisors
Colorado
$8.47K
MDA
1657
Minot DeBlois Advisors
Massachusetts
$8.06K
AW
1658
Avion Wealth
Texas
$8K
DWS
1659
Dynamic Wealth Strategies
California
$7.39K +$7.39K +109 New
CF
1660
Collier Financial
Colorado
$7.32K
LWANC
1661
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.11K
PFG
1662
Putney Financial Group
California
$7.05K
OWP
1663
ORG Wealth Partners
Texas
$6.88K +$6.88K +101 New
KWM
1664
Kiker Wealth Management
Georgia
$6.84K +$6.84K +101 New
BAM
1665
Bellevue Asset Management
Washington
$6.78K
TCM
1666
TruNorth Capital Management
Michigan
$6.78K
WCM
1667
WealthTrak Capital Management
Virginia
$6.78K +$6.78K +100 New
RCM
1668
Richardson Capital Management
Wisconsin
$6.78K +$6.78K +100 New
GWSA
1669
Global Wealth Strategies & Associates
Colorado
$6.37K
CFP
1670
Comprehensive Financial Planning
Pennsylvania
$6.17K
OP
1671
ORG Partners
Indiana
$6.12K -$34.1K -501 -85%
HIA
1672
HFM Investment Advisors
New Jersey
$6.12K +$6.12K +91 New
JFG
1673
JDM Financial Group
Texas
$6.1K -$5.42K -80 -47%
NEWAS
1674
N.E.W. Advisory Services
Wisconsin
$6.03K +$6.03K +89 New
PCM
1675
Penserra Capital Management
California
$6K -$187K -3,187 -97%