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CVS Health

1,730 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+86
Holders Change %
+5.23%
% of All Funds
23.51%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
279
Increased
526
Reduced
749
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1876
Atticus Wealth Management
Florida
-$11.2K -250 Closed
FLP
1877
Financial Life Planners
Arizona
-$10.9K -243 Closed
EFP
1878
EnRich Financial Partners
Wisconsin
-$9.29K -207 Closed
FFA
1879
Fairfield Financial Advisors
Massachusetts
-$9.2K -205 Closed
EBA
1880
Eagle Bay Advisors
New York
-$8.44K -188 Closed
SAM
1881
Synergy Asset Management
Washington
-$11K -175 Closed
LI
1882
Louisbourg Investments
New Brunswick, Canada
-$7.86K -175 Closed
NWWA
1883
New Wave Wealth Advisors
Arkansas
-$7.18K -160 Closed
MCI
1884
MRP Capital Investments
Georgia
-$6.73K -150 Closed
LFA
1885
Legend Financial Advisors
Pennsylvania
-$5.61K -125 Closed
MSWM
1886
Mowery & Schoenfeld Wealth Management
Illinois
-$5.39K -120 Closed
PIS
1887
POM Investment Strategies
North Carolina
-$4.22K -94 Closed
FA
1888
Fedenia Advisers
Wisconsin
-$3.19K -71 Closed
CT
1889
Coastline Trust
Rhode Island
-$2.25K -50 Closed
CF
1890
Conquis Financial
California
-$1.89K -42 Closed
MFS
1891
Mattson Financial Services
Michigan
-$2.08K -33 Closed
CAWM
1892
Capital A Wealth Management
Pennsylvania
-$1.39K -31 Closed
CJ
1893
Caitlin John
Michigan
-$673 -15 Closed
TPW
1894
Talon Private Wealth
Florida
-$628 -14 Closed
CIM
1895
Contravisory Investment Management
Massachusetts
-$539 -12 Closed
HIMS
1896
Hager Investment Management Services
New Hampshire
-$359 -8 Closed
BFPW
1897
BOK Financial Private Wealth
Colorado
-$135 -3 Closed
RDFA
1898
Ritter Daniher Financial Advisory
Ohio
-$4
RFG
1899
REAP Financial Group
Texas
-$4
LOIP
1900
Live Oak Investment Partners
Texas
-$14.7K