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CVS Health

1,742 hedge funds and large institutions have $75.4B invested in CVS Health in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 627 increasing their positions, 730 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

0% more funds holding

Funds holding: 1,7361,742 (+6)

11% less funds holding in top 10

Funds holding in top 10: 3733 (-4)

14% less repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 730

Holders
1,742
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.05B
Puts
$1.7B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1826
AXS Investments
New York
WKSWA
1827
White Knight Strategic Wealth Advisors
New Jersey
BWP
1828
Baldwin Wealth Partners
Massachusetts
CLA
1829
Carnegie Lake Advisors
New Jersey
SCP
1830
Sivia Capital Partners
California
EM
1831
ELCO Management
New York
GF
1832
Gries Financial
Ohio
SAM
1833
Summit Asset Management
Tennessee
PA
1834
Promethium Advisors
Maryland
OWA
1835
One Wealth Advisors
California
AA
1836
ABC Arbitrage
France
MWM
1837
Maridea Wealth Management
New York
BTWM
1838
Brass Tax Wealth Management
Ohio
EWM
1839
Empirical Wealth Management
Washington
WP
1840
WealthShield Partners
North Carolina
FCM
1841
Fieldview Capital Management
Michigan
WAG
1842
Winthrop Advisory Group
Massachusetts
ZIM
1843
Zacks Investment Management
Illinois
RWMG
1844
Redwood Wealth Management Group
New Jersey
CFAM
1845
Center For Asset Management
Florida
KA
1846
KLCM Advisors
Wisconsin
PFW
1847
Petros Family Wealth
Minnesota
WPC
1848
White Pine Capital
Minnesota
AFGAS
1849
Allegiance Financial Group Advisory Services
Virginia
LW
1850
Linscomb Wealth
Texas