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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 %
OCM
351
Olstein Capital Management
New York
$7.45M -$881K -13,000 -11%
ANTB
352
AMG National Trust Bank
Colorado
$7.42M +$654K +9,654 +10%
OPERF
353
Oregon Public Employees Retirement Fund
Oregon
$7.34M +$31.2K +460 +0.4%
EWA
354
EP Wealth Advisors
California
$7.23M +$120K +1,764 +2%
WP
355
Woodline Partners
California
$7.22M +$3.52M +51,925 +95%
SC
356
Savant Capital
Illinois
$7.19M +$4.77M +70,397 +197%
NC
357
NewSquare Capital
Pennsylvania
$7.13M -$26.6K -398 -0.4%
HEIP
358
Hudson Edge Investment Partners
New Jersey
$7.12M -$47K -693 -0.7%
HAI
359
Hennessy Advisors Inc
California
$7.05M +$2.81M +41,500 +66%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$7.03M +$4.28M +63,121 +155%
CC
361
Colrain Capital
Massachusetts
$6.99M +$1.13M +16,750 +19%
AAM
362
Auxier Asset Management
Oregon
$6.95M -$50.5K -746 -0.7%
PFU
363
Parus Finance (UK)
United Kingdom
$6.93M -$418K -6,170 -6%
NPA
364
Nichols & Pratt Advisers
Massachusetts
$6.93M -$517K -7,627 -7%
KeyBank National Association
365
KeyBank National Association
Ohio
$6.92M -$732K -10,797 -10%
MC
366
Moors & Cabot
Massachusetts
$6.91M -$78.7K -1,161 -1%
MSU
367
Mizuho Securities USA
New York
$6.84M -$1.24M -18,317 -15%
LSA
368
L & S Advisors
California
$6.84M +$6.84M +100,912 New
Fidelity International
369
Fidelity International
Bermuda
$6.83M -$2.76M -40,762 -29%
HCM
370
Hillman Capital Management
Maryland
$6.81M -$1.3M -19,186 -16%
WCMN
371
Westchester Capital Management (Nebraska)
Nebraska
$6.79M -$1.3M -19,177 -16%
P
372
&Partners
Tennessee
$6.76M +$1.01M +14,992 +18%
NA
373
NewEdge Advisors
Louisiana
$6.72M +$2.84M +41,871 +73%
Brown Advisory
374
Brown Advisory
Maryland
$6.68M -$2.29M -33,766 -26%
SP
375
Stablepoint Partners
Massachusetts
$6.66M +$1.46M +21,575 +28%
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