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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 %
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$5.56M +$2.92M +43,153 +111%
MHC
402
Meyer Handelman Company
New York
$5.55M -$2.09M -30,850 -27%
FTC
403
Farmers Trust Company
Ohio
$5.47M +$278K +4,096 +5%
NAAA
404
New Age Alpha Advisors
New York
$5.45M +$390K +5,755 +8%
BCM
405
Bayesian Capital Management
New York
$5.4M +$5.4M +79,700 New
FT
406
Fiduciary Trust
Massachusetts
$5.4M -$641K -9,468 -11%
CIS
407
Capital International Sarl
California
$5.39M +$2.19M +32,391 +69%
SLG
408
Stanley-Laman Group
Pennsylvania
$5.39M -$77.6K -1,145 -1%
SCM
409
SOL Capital Management
Maryland
$5.36M -$44K -650 -0.8%
TPCW
410
TD Private Client Wealth
New York
$5.35M +$3.23M +47,649 +152%
RFM
411
Royal Fund Management
Florida
$5.3M -$86.3K -1,266 -2%
STB
412
S&T Bank
Pennsylvania
$5.21M -$74.6K -1,101 -1%
HTC
413
Haverford Trust Company
Pennsylvania
$5.2M -$1.12M -16,566 -18%
HIMCH
414
Hartford Investment Management Co (HIMCO)
Connecticut
$5.2M -$53.6K -791 -1%
PI
415
Parkside Investments
Illinois
$5.15M +$1.38M +20,407 +37%
RBC
416
Romano Brothers & Co
Illinois
$5.1M -$4.54K -67 -0.1%
MIM
417
Marco Investment Management
Georgia
$5.07M -$48.8K -720 -1%
GIBU
418
Gulf International Bank (UK)
United Kingdom
$5.01M -$1.5M -22,186 -23%
WI
419
WBI Investments
New Jersey
$4.98M +$3.96M +58,496 +388%
BCM
420
Brookstone Capital Management
Illinois
$4.94M +$235K +3,475 +5%
SWM
421
Spire Wealth Management
Virginia
$4.9M +$4.06M +59,943 +484%
SCM
422
Shelton Capital Management
Colorado
$4.86M +$1.03M +15,202 +27%
BL
423
BCWM LLC
Kansas
$4.8M +$4.8M +70,802 New
TI
424
tru Independence
Oregon
$4.79M +$165K +2,437 +4%
SF
425
Synovus Financial
Georgia
$4.78M -$635K -9,371 -12%
15 16
17
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