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CVS Health

1,758 hedge funds and large institutions have $76.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 635 increasing their positions, 732 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more call options, than puts

Call options by funds: $2.05B | Put options by funds: $1.7B

16% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 157

4% more capital invested

Capital invested by funds: $73.4B → $76.4B (+$2.97B)

0.8% more ownership

Funds ownership: 85.93%86.73% (+0.8%)

0% more funds holding

Funds holding: 1,7531,758 (+5)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

13% less repeat investments, than reductions

Existing positions increased: 635 | Existing positions reduced: 732

Holders
1,758
Holders Change
+5
Holders Change %
+0.29%
% of All Funds
23.14%
Holding in Top 10
33
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.81%
% of All Funds
0.43%
New
182
Increased
635
Reduced
732
Closed
157
Calls
$2.05B
Puts
$1.7B
Net Calls
+$344M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Change in
Stake
HKIM
1826
Hayek Kallen Investment Management
Alabama
-$343K -5,056 Closed
FA
1827
Fiducient Advisors
Illinois
-$313K -4,624 Closed
LIP
1828
Lighthouse Investment Partners
Florida
-$310K -4,571 Closed
LW
1829
Lauer Wealth
Indiana
-$296K -4,548 Closed
AWM
1830
Allen Wealth Management
North Carolina
-$299K -4,416 Closed
KRW
1831
Kaufman Rossin Wealth
Florida
-$293K -4,325 Closed
PCMC
1832
Paragon Capital Management (Colorado)
Colorado
-$289K -4,261 Closed
MBTD
1833
Mechanics Bank - Trust Department
California
-$286K -4,227 Closed
NSB
1834
Norway Savings Bank
Maine
-$286K -4,219 Closed
ECM
1835
EagleClaw Capital Management
Massachusetts
-$280K -4,135 Closed
KFP
1836
KMG Fiduciary Partners
Ohio
-$271K -4,005 Closed
NHT
1837
New Hampshire Trust
New Hampshire
-$270K -3,982 Closed
NLP
1838
Next Level Private
New York
-$266K -3,928 Closed
HFS
1839
Heritage Financial Services
Massachusetts
-$259K -3,828 Closed
ACP
1840
Aveo Capital Partners
Colorado
-$251K -3,760 Closed
EAM
1841
Empirical Asset Management
Massachusetts
-$254K -3,752 Closed
AI
1842
AXS Investments
New York
-$251K -3,701 Closed
WKSWA
1843
White Knight Strategic Wealth Advisors
New Jersey
-$250K -3,685 Closed
BWP
1844
Baldwin Wealth Partners
Massachusetts
-$247K -3,652 Closed
CLA
1845
Carnegie Lake Advisors
New Jersey
-$246K -3,625 Closed
SCP
1846
Sivia Capital Partners
California
-$241K -3,561 Closed
EM
1847
ELCO Management
New York
-$241K -3,560 Closed
GF
1848
Gries Financial
Ohio
-$240K -3,540 Closed
SAM
1849
Summit Asset Management
Tennessee
-$239K -3,525 Closed
PA
1850
Promethium Advisors
Maryland
-$236K -3,480 Closed

CVS Hedge Fund Activity: Q2 2025 in Review

1,758 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q2 2025, worth a combined $76.4B — up 4% from $73.4B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new CVS positions and 157 closed out — a net gain of 25 holders — while 635 added to existing stakes and 732 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $965M. The largest seller was Capital Research Global Investors, cutting an estimated $624M.

  • 1,758 institutional investors held CVS Health (CVS) as of Q2 2025, up from 1,753 in Q1 2025.
  • Funds reported $76.4B of CVS Health stock for Q2 2025, up 4% quarter-over-quarter.
  • 182 funds opened new CVS Health positions in Q2 2025 and 157 closed out, a net change of +25 holders.
  • The largest CVS Health buyer in Q2 2025 was Fidelity Investments, an estimated $965M added.
  • The largest CVS Health seller in Q2 2025 was Capital Research Global Investors, an estimated $624M sold.

Based on aggregated 13F filings for Q2 2025.