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CVS Health
CVS

1,752 hedge funds and large institutions have $73.4B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 277 funds opening new positions, 535 increasing their positions, 758 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more funds holding in top 10

Funds holding in top 10: 13 → 37 (+24)

63% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 170

55% more capital invested

Capital invested by funds: $47.3B → $73.4B (+$26.1B)

5% more funds holding

Funds holding: 1,668 → 1,752 (+84)

2.63% more ownership

Funds ownership: 83.3% → 85.93% (+2.6%)

7% more call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.05B

29% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 758

Holders
1,752
Holders Change
+84
Holders Change %
+5.04%
% 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
277
Increased
535
Reduced
758
Closed
170
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
+$971M
2
JP Morgan Chase
JP Morgan Chase
New York
+$571M
3
Capital World Investors
Capital World Investors
California
+$440M
4
BlackRock
BlackRock
New York
+$397M
5
ClearBridge Investments
ClearBridge Investments
New York
+$244M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$309M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Macquarie Group
Macquarie Group
Australia
-$197M
4
SOMRS
State of Michigan Retirement System
Michigan
-$190M
5
Franklin Resources
Franklin Resources
California
-$181M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
526
Woodstock Corp
Massachusetts
$2.87M -$77.6K -1,296 -3%
EF
527
Exeter Financial
Arizona
$2.85M +$122K +2,035 +5%
EM
528
Excalibur Management
Massachusetts
$2.84M +$7.78K +130 +0.3%
KF
529
KKM Financial
Illinois
$2.84M +$1.04M +17,461 +71%
ATC
530
Argent Trust Co
Tennessee
$2.84M -$142K -2,380 -5%
MAM
531
Meeder Asset Management
Ohio
$2.83M +$2.48M +41,430 +11,770%
PIM
532
Plato Investment Management
Australia
$2.78M -$82.6K -1,381 -3%
AWA
533
Arkadios Wealth Advisors
Georgia
$2.77M +$616K +10,300 +34%
SSB
534
Sandy Spring Bank
Maryland
$2.75M -$6.7K -112 -0.3%
IIM
535
INTECH Investment Management
Florida
$2.74M -$622K -10,397 -20%
OC
536
Oppenheimer & Co
New York
$2.73M -$3.77M -63,038 -61%
PAM
537
Panagora Asset Management
Massachusetts
$2.73M +$1.77M +29,660 +281%
NMIMC
538
Northwestern Mutual Investment Management Company
Wisconsin
$2.72M +$8.5K +142 +0.4%
AIM
539
AHL Investment Management
Florida
$2.71M -$195K -3,256 -8%
MCB
540
Morton Community Bank
Illinois
$2.7M +$101K +1,680 +4%
First Manhattan
541
First Manhattan
New York
$2.7M -$792K -13,240 -25%
IWM
542
Inlight Wealth Management
Georgia
$2.69M -$514K -8,581 -18%
CNBT
543
Canandaigua National Bank & Trust
New York
$2.67M -$130K -2,172 -5%
APF
544
Alaska Permanent Fund
Alaska
$2.64M – – –
OIM
545
Orca Investment Management
Oregon
$2.63M -$37.6K -629 -2%
PCM
546
Poehling Capital Management
Wisconsin
$2.61M -$134K -2,234 -5%
TMAM
547
Tokio Marine Asset Management
Japan
$2.6M +$197K +3,294 +9%
JFL
548
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.6M -$180K -3,000 -7%
KPWS
549
Kestra Private Wealth Services
Texas
$2.59M +$110K +1,839 +5%
SM
550
Sciencast Management
New Jersey
$2.58M +$2.28M +38,045 New
20 21
22
23 24

CVS Hedge Fund Activity: Q1 2025 in Review

1,752 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2025, worth a combined $73.4B — up 55% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new CVS positions and 170 closed out — a net gain of 107 holders — while 535 added to existing stakes and 758 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $971M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $309M.

  • 1,752 institutional investors held CVS Health (CVS) as of Q1 2025, up from 1,668 in Q4 2024.
  • Funds reported $73.4B of CVS Health stock for Q1 2025, up 55% quarter-over-quarter.
  • 277 funds opened new CVS Health positions in Q1 2025 and 170 closed out, a net change of +107 holders.
  • The largest CVS Health buyer in Q1 2025 was Capital Research Global Investors, an estimated $971M added.
  • The largest CVS Health seller in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.