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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
AWM
1701
Activest Wealth Management
Florida
$18.5K
SC
1702
Swan Capital
Florida
$18.2K
AW
1703
Avion Wealth
Texas
$18K
RTL
1704
Red Tortoise LLC
Georgia
$17.5K
WA
1705
Westfuller Advisors
New York
$17.4K
CFS
1706
Compass Financial Services
Iowa
$17.4K
IW
1707
Imprint Wealth
South Carolina
$17.1K
CWM
1708
Consultiva Wealth Management
Puerto Rico
$16.7K
FFO
1709
Fortitude Family Office
Arizona
$16.7K
PC
1710
Promus Capital
Illinois
$16.4K
UBP
1711
Union Bancaire Privee
Switzerland
$16.1K
FMP
1712
Financial Management Professionals
Texas
$16.1K
TIAAOA
1713
Teachers Insurance & Annuity Association of America
New York
$16.1K
BL
1714
BFSG LLC
California
$15.8K
SIS
1715
Strategic Investment Solutions
Illinois
$15.7K
TC
1716
Trust Company
Kansas
$15.2K
CTWM
1717
Cherry Tree Wealth Management
Minnesota
$15.2K
APW
1718
Atlantic Private Wealth
North Carolina
$15.1K
EWP
1719
Elevation Wealth Partners
California
$15.1K
CA
1720
Centerpoint Advisors
Massachusetts
$15K
AWM
1721
Abound Wealth Management
Tennessee
$14.7K
APW
1722
Aventura Private Wealth
Florida
$14.5K
DWM
1723
Dogwood Wealth Management
Kansas
$14.4K
CWM
1724
Crowley Wealth Management
Delaware
$13.9K
CTB
1725
Country Trust Bank
Illinois
$13.6K