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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
VIM
1851
Vista Investment Management
Pennsylvania
KMWM
1852
Keudell/Morrison Wealth Management
Oregon
CAAS
1853
Capital Asset Advisory Services
Michigan
NJIM
1854
Nabity-Jensen Investment Management
Nebraska
PCG
1855
Prosperity Consulting Group
Maryland
GLA
1856
Good Life Advisors
Pennsylvania
TIA
1857
Trust Investment Advisors
Indiana
FCB
1858
First County Bank
Connecticut
VAM
1859
Verity Asset Management
North Carolina
SIG
1860
Sky Investment Group
Connecticut
SC
1861
Sepio Capital
Utah
QP
1862
Quilter Plc
United Kingdom
WPW
1863
Warther Private Wealth
Ohio
NB
1864
Northwest Bancshares
Pennsylvania
BWA
1865
Blodgett Wealth Advisors
California
MG
1866
Mather Group
Illinois
GFPC
1867
Global Financial Private Client
Florida
SFM
1868
Systematic Financial Management
New Jersey
QC
1869
Quent Capital
New York
CNBTD
1870
Citizens National Bank Trust Department
Mississippi
WPA
1871
West Paces Advisors
Georgia
WF
1872
Wayfinding Financial
Washington
SFG
1873
Stonebridge Financial Group
Pennsylvania
MIHAS
1874
Maj Invest Holding A/S
Denmark
OA
1875
Operose Advisors
Wisconsin