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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.

Holders
1,729
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
23.21%
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
1
Fidelity Investments
Massachusetts
$3.15B
2
BlackRock
2
BlackRock
New York
$8.46B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.85B
4
Invesco
4
Invesco
Georgia
$1.62B
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$184M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$636M
2
Harris Associates
2
Harris Associates
Illinois
$58.2M
3
GCM
3
Glenview Capital Management
New York
$565M
4
Holocene Advisors
4
Holocene Advisors
New York
$164M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$382M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCMC
1801
Paragon Capital Management (Colorado)
Colorado
– -$289K -4,261 Closed
MBTD
1802
Mechanics Bank - Trust Department
California
– -$286K -4,227 Closed
NSB
1803
Norway Savings Bank
Maine
– -$286K -4,219 Closed
ECM
1804
EagleClaw Capital Management
Massachusetts
– -$280K -4,135 Closed
BT
1805
Banque Transatlantique
France
– -$254K -4,059 Closed
KFP
1806
KMG Fiduciary Partners
Ohio
– -$271K -4,005 Closed
NHT
1807
New Hampshire Trust
New Hampshire
– -$270K -3,982 Closed
NLP
1808
Next Level Private
New York
– -$266K -3,928 Closed
HFS
1809
Heritage Financial Services
Massachusetts
– -$259K -3,828 Closed
ACP
1810
Aveo Capital Partners
Colorado
– -$251K -3,760 Closed
EAM
1811
Empirical Asset Management
Massachusetts
– -$254K -3,752 Closed
AI
1812
AXS Investments
New York
– -$251K -3,701 Closed
WKSWA
1813
White Knight Strategic Wealth Advisors
New Jersey
– -$250K -3,685 Closed
BWP
1814
Baldwin Wealth Partners
Massachusetts
– -$247K -3,652 Closed
CLA
1815
Carnegie Lake Advisors
New Jersey
– -$246K -3,625 Closed
SCP
1816
Sivia Capital Partners
California
– -$241K -3,561 Closed
EM
1817
ELCO Management
New York
– -$241K -3,560 Closed
GF
1818
Gries Financial
Ohio
– -$240K -3,540 Closed
SAM
1819
Summit Asset Management
Tennessee
– -$239K -3,525 Closed
PA
1820
Promethium Advisors
Maryland
– -$236K -3,480 Closed
OWA
1821
One Wealth Advisors
California
– -$234K -3,454 Closed
AA
1822
ABC Arbitrage
France
– -$234K -3,447 Closed
MWM
1823
Maridea Wealth Management
New York
– -$232K -3,431 Closed
BTWM
1824
Brass Tax Wealth Management
Ohio
– -$232K -3,429 Closed
EWM
1825
Empirical Wealth Management
Washington
– -$229K -3,385 Closed
71 72
73
74 75