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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 %
WP
1826
WealthShield Partners
North Carolina
– -$227K -3,356 Closed
FCM
1827
Fieldview Capital Management
Michigan
– -$225K -3,325 Closed
WAG
1828
Winthrop Advisory Group
Massachusetts
– -$219K -3,235 Closed
ZIM
1829
Zacks Investment Management
Illinois
– -$219K -3,231 Closed
RWMG
1830
Redwood Wealth Management Group
New Jersey
– -$219K -3,231 Closed
CFAM
1831
Center For Asset Management
Florida
– -$219K -3,228 Closed
KA
1832
KLCM Advisors
Wisconsin
– -$218K -3,215 Closed
PFW
1833
Petros Family Wealth
Minnesota
– -$217K -3,201 Closed
WPC
1834
White Pine Capital
Minnesota
– -$216K -3,187 Closed
AFGAS
1835
Allegiance Financial Group Advisory Services
Virginia
– -$216K -3,184 Closed
LW
1836
Linscomb Wealth
Texas
– -$215K -3,169 Closed
VIM
1837
Vista Investment Management
Pennsylvania
– -$215K -3,166 Closed
KMWM
1838
Keudell/Morrison Wealth Management
Oregon
– -$213K -3,151 Closed
CAAS
1839
Capital Asset Advisory Services
Michigan
– -$214K -3,150 Closed
NJIM
1840
Nabity-Jensen Investment Management
Nebraska
– -$213K -3,147 Closed
PCG
1841
Prosperity Consulting Group
Maryland
– -$213K -3,145 Closed
GLA
1842
Good Life Advisors
Pennsylvania
– -$212K -3,123 Closed
TIA
1843
Trust Investment Advisors
Indiana
– -$211K -3,120 Closed
FCB
1844
First County Bank
Connecticut
– -$210K -3,100 Closed
VAM
1845
Verity Asset Management
North Carolina
– -$207K -3,050 Closed
SIG
1846
Sky Investment Group
Connecticut
– -$207K -3,048 Closed
SC
1847
Sepio Capital
Utah
– -$205K -3,026 Closed
QP
1848
Quilter Plc
United Kingdom
– -$203K -2,995 Closed
WPW
1849
Warther Private Wealth
Ohio
– -$203K -2,989 Closed
NB
1850
Northwest Bancshares
Pennsylvania
– -$201K -2,973 Closed
72 73
74
75 76