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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
$3.15B
2
BlackRock
BlackRock
New York
$8.46B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.85B
4
Invesco
Invesco
Georgia
$1.62B
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$184M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$636M
2
Harris Associates
Harris Associates
Illinois
$58.2M
3
GCM
Glenview Capital Management
New York
$565M
4
Holocene Advisors
Holocene Advisors
New York
$164M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
1676
Beaird Harris Wealth Management
Texas
$5.89K +$3.33K +48 +130%
NEWAS
1677
N.E.W. Advisory Services
Wisconsin
$5.59K -$552 -8 -9%
WPA
1678
Wealth Preservation Advisors
Tennessee
$5.38K +$1.17K +17 +28%
EWP
1679
Elevation Wealth Partners
California
$4.83K – – –
PA
1680
Pineridge Advisors
Missouri
$4.77K +$69 +1 +1%
CIAM
1681
Caitong International Asset Management
Hong Kong
$4.76K -$1.1K -16 -19%
KA
1682
Kozak & Associates
Colorado
$4.29K – – –
DF
1683
DecisionPoint Financial
Arizona
$4.04K +$4.04K +58 New
PWA
1684
Principia Wealth Advisory
Texas
$4K +$1.04K +15 +35%
POIA
1685
Pin Oak Investment Advisors
Texas
$4K – – –
RS
1686
Rakuten Securities
Japan
$3.73K -$18.6K -269 -83%
WA
1687
WestEnd Advisors
North Carolina
$3.73K +$345 +5 +10%
OSNBOA
1688
Old Second National Bank of Aurora
Illinois
$3.59K – – –
NL
1689
NVWM LLC
Pennsylvania
$3.38K +$690 +10 +26%
BHWM
1690
Bay Harbor Wealth Management
Maryland
$3.24K +$2.07K +30 +176%
SIC
1691
SJS Investment Consulting
Ohio
$2.87K -$3.01K -44 -51%
IWM
1692
IMG Wealth Management
Florida
$2.69K +$2.69K +39 New
DRP
1693
Decker Retirement Planning
Utah
$2.62K +$2.62K +38 New
MAWAG
1694
Mid-American Wealth Advisory Group
Missouri
$2.62K +$2.62K +38 New
MPW
1695
MASECO Private Wealth
$2.57K +$2.57K +37 New
FC
1696
Fairscale Capital
New Hampshire
$2.45K – – –
EWM
1697
Evolution Wealth Management
Florida
$2.38K +$2.38K +34 New
MSWA
1698
Marshall & Sterling Wealth Advisors
New York
$2.21K – – –
JSAM
1699
J. Safra Asset Management
New York
$2.19K +$1.3K +19 +146%
GWM
1700
Gitterman Wealth Management
New Jersey
$2.02K +$2.02K +29 New
66 67
68
69 70