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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 %
PAM
1776
Paradigm Asset Management
New York
– -$874K -12,900 Closed
BPC
1777
Bryce Point Capital
New York
– -$810K -12,460 Closed
CPM
1778
Connective Portfolio Management
New York
– -$813K -12,000 Closed
PWP
1779
Perfromance Wealth Partners
Illinois
– -$719K -10,618 Closed
BA
1780
Bristlecone Advisors
Washington
– -$711K -10,488 Closed
MHS
1781
M Holdings Securities
Oregon
– -$697K -10,280 Closed
QCM
1782
Qsemble Capital Management
New York
– -$595K -8,787 Closed
CA
1783
Claro Advisors
Massachusetts
– -$558K -8,234 Closed
CWC
1784
Carolinas Wealth Consulting
North Carolina
– -$550K -8,122 Closed
RS
1785
R Squared
Hong Kong
– -$530K -7,820 Closed
Capstone Investment Advisors
1786
Capstone Investment Advisors
New York
– -$528K -7,800 Closed
LA
1787
Legacy Advisors
Pennsylvania
– -$515K -7,608 Closed
WI
1788
Westbourne Investments
Virginia
– -$508K -7,500 Closed
HCP
1789
Hexagon Capital Partners
Arkansas
– -$498K -7,353 Closed
VF
1790
Virtu Financial
New York
– -$416K -6,147 Closed
FFB
1791
First Financial Bankshares
Texas
– -$409K -6,035 Closed
SMH
1792
Sanders Morris Harris
Texas
– -$386K -5,674 Closed
CCA
1793
Corps Capital Advisors
Texas
– -$361K -5,329 Closed
RLH
1794
RD Lewis Holdings
Florida
– -$354K -5,245 Closed
HKIM
1795
Hayek Kallen Investment Management
Alabama
– -$343K -5,056 Closed
FA
1796
Fiducient Advisors
Illinois
– -$313K -4,624 Closed
LIP
1797
Lighthouse Investment Partners
Florida
– -$310K -4,571 Closed
LW
1798
Lauer Wealth
Indiana
– -$296K -4,548 Closed
AWM
1799
Allen Wealth Management
North Carolina
– -$299K -4,416 Closed
KRW
1800
Kaufman Rossin Wealth
Florida
– -$293K -4,325 Closed
70 71
72
73 74