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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 %
ATC
526
Argent Trust Co
Tennessee
$2.84M -$161K -2,380 -5%
MAM
527
Meeder Asset Management
Ohio
$2.83M +$2.81M +41,430 +11,770%
PIM
528
Plato Investment Management
Australia
$2.78M -$94.6K -1,381 -3%
AWA
529
Arkadios Wealth Advisors
Georgia
$2.77M +$698K +10,300 +34%
SSB
530
Sandy Spring Bank
Maryland
$2.75M -$7.59K -112 -0.3%
IIM
531
INTECH Investment Management
Florida
$2.74M -$704K -10,397 -20%
OC
532
Oppenheimer & Co
New York
$2.73M -$4.27M -63,038 -61%
PAM
533
Panagora Asset Management
Massachusetts
$2.73M +$2.01M +29,660 +281%
NMIMC
534
Northwestern Mutual Investment Management Company
Wisconsin
$2.72M +$9.62K +142 +0.4%
AIM
535
AHL Investment Management
Florida
$2.71M -$221K -3,256 -8%
MCB
536
Morton Community Bank
Illinois
$2.7M +$114K +1,680 +4%
First Manhattan
537
First Manhattan
New York
$2.7M -$897K -13,240 -25%
IWM
538
Inlight Wealth Management
Georgia
$2.69M -$581K -8,581 -18%
CNBT
539
Canandaigua National Bank & Trust
New York
$2.67M -$147K -2,172 -5%
APF
540
Alaska Permanent Fund
Alaska
$2.64M – – –
OIM
541
Orca Investment Management
Oregon
$2.63M -$42.6K -629 -2%
PCM
542
Poehling Capital Management
Wisconsin
$2.61M -$151K -2,234 -5%
TMAM
543
Tokio Marine Asset Management
Japan
$2.6M +$223K +3,294 +9%
JFL
544
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.6M -$203K -3,000 -7%
KPWS
545
Kestra Private Wealth Services
Texas
$2.59M +$125K +1,839 +5%
SM
546
Sciencast Management
New Jersey
$2.58M +$2.58M +38,045 New
GS
547
GWN Securities
Florida
$2.57M +$2.57M +42,615 New
CUAMC
548
China Universal Asset Management Company
China
$2.57M +$2.57M +37,871 New
BWG
549
Beta Wealth Group
California
$2.56M +$2.06M +30,407 +410%
FB
550
Fulton Bank
Pennsylvania
$2.56M +$313K +4,613 +14%
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