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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 %
OAC
501
OMERS Administration Corp
Ontario, Canada
$3.1M -$522K -7,705 -14%
VCM
502
Voleon Capital Management
California
$3.09M +$2.5M +36,936 +428%
JFG
503
Jefferies Financial Group
New York
$3.08M -$8.45M -124,729 -73%
CCG
504
Cloverfields Capital Group
Minnesota
$3.06M +$3.06M +45,125 New
SFA
505
Sequoia Financial Advisors
Ohio
$3.04M +$254K +3,748 +9%
NB
506
NBT Bank
New York
$3.04M -$177K -2,616 -6%
EWA
507
Exencial Wealth Advisors
Oklahoma
$3.04M +$39K +575 +1%
CA
508
Cullinan Associates
Kentucky
$3.01M +$328K +4,841 +12%
NRD
509
Nebula Research & Development
New York
$3.01M -$2.07M -30,608 -41%
ALMGDA
510
AG2R La Mondiale Gestion d'Actifs
France
$2.99M +$2.99M +46,676 New
DC
511
Davenport & Co
Virginia
$2.99M +$102K +1,501 +4%
VCM
512
Vision Capital Management
Oregon
$2.98M +$66.7K +985 +2%
NSEDCP
513
NJ State Employees Deferred Compensation Plan
New Jersey
$2.97M – – –
TCOV
514
Trust Company of Vermont
Vermont
$2.96M -$1.34M -19,847 -31%
Kayne Anderson Rudnick Investment Management
515
Kayne Anderson Rudnick Investment Management
California
$2.94M +$858K +12,661 +41%
I
516
InvesTrust
Oklahoma
$2.93M +$166K +2,454 +6%
MYAM
517
Meiji Yasuda Asset Management
Japan
$2.92M +$12.7K +188 +0.4%
AC
518
Allstate Corporation
Illinois
$2.91M +$370K +5,454 +15%
MWM
519
Modera Wealth Management
New Jersey
$2.89M -$197K -2,909 -6%
MFG
520
Merit Financial Group
Georgia
$2.89M +$1.77M +26,084 +157%
SSA
521
SSA Swiss Advisors
$2.88M +$2.88M +42,265 New
WC
522
Woodstock Corp
Massachusetts
$2.87M -$87.8K -1,296 -3%
EF
523
Exeter Financial
Arizona
$2.85M +$138K +2,035 +5%
EM
524
Excalibur Management
Massachusetts
$2.84M +$8.81K +130 +0.3%
KF
525
KKM Financial
Illinois
$2.84M +$1.18M +17,461 +71%
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