CVS icon

CVS Health

1,742 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 626 increasing their positions, 730 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 1,7361,742 (+6)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

14% less repeat investments, than reductions

Existing positions increased: 626 | Existing positions reduced: 730

Holders
1,742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.05B
Puts
$1.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
1701
NVWM LLC
Pennsylvania
$3.38K
BHWM
1702
Bay Harbor Wealth Management
Maryland
$3.24K
SVCP
1703
Silicon Valley Capital Partners
California
$3.17K
SIC
1704
SJS Investment Consulting
Ohio
$2.87K
IWM
1705
IMG Wealth Management
Florida
$2.69K
MAWAG
1706
Mid-American Wealth Advisory Group
Missouri
$2.62K
DRP
1707
Decker Retirement Planning
Utah
$2.62K
MPW
1708
MASECO Private Wealth
$2.57K
FC
1709
Fairscale Capital
New Hampshire
$2.45K
EWM
1710
Evolution Wealth Management
Florida
$2.38K
MSWA
1711
Marshall & Sterling Wealth Advisors
New York
$2.21K
JSAM
1712
J. Safra Asset Management
New York
$2.21K
GWM
1713
Gitterman Wealth Management
New Jersey
$2.02K
GK
1714
Graney & King
New York
$2.01K
1L
1715
10Elms LLP
Oklahoma
$1.95K
LWMI
1716
Legacy Wealth Management (Idaho)
Idaho
$1.93K
LIS
1717
Legacy Investment Solutions
Idaho
$1.93K
TPW
1718
Talon Private Wealth
Florida
$1.93K
FDCP
1719
Foster Dykema Cabot & Partners
Massachusetts
$1.86K
NWM
1720
Nova Wealth Management
Florida
$1.73K
ACA
1721
American Capital Advisory
Idaho
$1.73K
PS
1722
PayPay Securities
Japan
$1.66K
TCM
1723
Tradewinds Capital Management
Washington
$1.59K
QWM
1724
Quaker Wealth Management
New Jersey
$1.52K
BCMLT
1725
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.5K