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CVS Health
CVS

Overview Fund Activity

1,729 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,729
Holders Change
+85
Holders Change %
+5.17%
% of All Funds
23.49%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
278
Increased
526
Reduced
749
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.1B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$646M
3
Capital World Investors
Capital World Investors
California
+$499M
4
BlackRock
BlackRock
New York
+$449M
5
ClearBridge Investments
ClearBridge Investments
New York
+$277M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$350M
2
Lazard Asset Management
Lazard Asset Management
New York
-$269M
3
Macquarie Group
Macquarie Group
Australia
-$222M
4
SOMRS
State of Michigan Retirement System
Michigan
-$215M
5
Franklin Resources
Franklin Resources
California
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
276
Osborne Partners Capital Management
California
$13.2M -$776K -11,452 -6%
CWM
277
Congress Wealth Management
Massachusetts
$13.2M +$300K +4,429 +2%
Osaic Holdings
278
Osaic Holdings
Arizona
$13.2M -$893K -13,169 -6%
AAM
279
Advisors Asset Management
Colorado
$13M +$146K +2,151 +1%
AF
280
Ally Financial
Michigan
$12.9M – – –
X
281
Xponance
Pennsylvania
$12.8M -$22.1K -326 -0.2%
VRS
282
Virginia Retirement Systems
Virginia
$12.6M +$12.6M +185,500 New
PFSRSONJ
283
Police & Firemen's Retirement System of New Jersey
New Jersey
$12.5M +$52.1K +769 +0.4%
SOADOR
284
State of Alaska Department of Revenue
Alaska
$12.3M +$286K +4,225 +2%
DADC
285
D.A. Davidson & Co
Montana
$12.3M -$438K -6,467 -3%
M&T Bank
286
M&T Bank
New York
$12.3M -$1.15M -17,012 -9%
DP
287
DDD Partners
Washington
$12.2M +$12.2M +180,442 New
PL
288
Parkwood LLC
Ohio
$12.2M -$1.33M -19,600 -10%
Daiwa Securities Group
289
Daiwa Securities Group
Japan
$12.1M +$903K +13,329 +8%
FAF
290
Fjarde Ap-fonden
Sweden
$11.7M -$8.85M -130,700 -43%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$11.5M +$502K +7,410 +5%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$11.5M -$17.5K -259 -0.2%
NYLIM
293
New York Life Investment Management
New York
$11.4M -$12.7K -187 -0.1%
SMDAM
294
Sumitomo Mitsui DS Asset Management
Japan
$11.3M +$680K +10,039 +6%
PGFC
295
Peapack-Gladstone Financial Corp
New Jersey
$11.3M -$246K -3,631 -2%
CCM
296
Cinctive Capital Management
New York
$11.3M +$11.3M +166,290 New
Pathstone Holdings
297
Pathstone Holdings
New Jersey
$11.1M -$1.81M -26,739 -14%
TS
298
Triglav Skladi
Slovenia
$10.9M -$983K -14,515 -8%
AAS
299
Avantax Advisory Services
Texas
$10.9M +$2.23M +32,873 +26%
SI
300
Scharf Investments
California
$10.8M -$58.5M -863,249 -84%
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