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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 %
BWA
1851
Blodgett Wealth Advisors
California
– -$201K -2,965 Closed
MG
1852
Mather Group
Illinois
– -$196K -2,893 Closed
GFPC
1853
Global Financial Private Client
Florida
– -$188K -2,769 Closed
SFM
1854
Systematic Financial Management
New Jersey
– -$114K -1,688 Closed
QC
1855
Quent Capital
New York
– -$112K -1,646 Closed
CNBTD
1856
Citizens National Bank Trust Department
Mississippi
– -$71.1K -1,050 Closed
WPA
1857
West Paces Advisors
Georgia
– -$61.4K -906 Closed
WF
1858
Wayfinding Financial
Washington
– -$54K -808 Closed
SFG
1859
Stonebridge Financial Group
Pennsylvania
– -$44.6K -658 Closed
MIHAS
1860
Maj Invest Holding A/S
Denmark
– -$37K -540 Closed
OA
1861
Operose Advisors
Wisconsin
– -$31.5K -465 Closed
Optiver Holding
1862
Optiver Holding
Netherlands
– -$25.3K -373 Closed
SIM
1863
Studio Investment Management
Illinois
– -$24.7K -364 Closed
VWM
1864
Valley Wealth Managers
New Jersey
– -$15.2K -224 Closed
1M
1865
1248 Management
Missouri
– -$14.7K -217 Closed
RMP
1866
Richards, Merrill & Peterson
Washington
– -$13.8K -204 Closed
GP
1867
Greenline Partners
New York
– -$13.3K -196 Closed
NI
1868
NCP Inc
California
– -$10.4K -154 Closed
AFS
1869
Anderson Financial Strategies
Ohio
– -$5.49K -81 Closed
IWP
1870
IAG Wealth Partners
Wisconsin
– -$5.28K -78 Closed
AF
1871
Abound Financial
California
– -$3.18K -47 Closed
PPWM
1872
PFG Private Wealth Management
Florida
– -$2.71K -40 Closed
WW
1873
Winnow Wealth
Texas
– -$2.71K -40 Closed
SIM
1874
Synergy Investment Management
Florida
– -$2.44K -36 Closed
RCM
1875
Raleigh Capital Management
North Carolina
– -$1.29K -19 Closed
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