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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 %
CG
551
Caprock Group
Idaho
$2.52M +$892K +13,159 +55%
TFA
552
Toth Financial Advisory
Virginia
$2.52M +$328K +4,846 +15%
4WM
553
44 Wealth Management
Oregon
$2.51M +$184K +2,716 +8%
DAS
554
Dynamic Advisor Solutions
Arizona
$2.51M +$1.21M +17,807 +93%
CB
555
Commerce Bank
Missouri
$2.5M -$247K -3,641 -9%
NCM
556
Neumann Capital Management
California
$2.5M – – –
ECM
557
Eisler Capital Management
United Kingdom
$2.49M -$4.71M -69,543 -65%
KRSITF
558
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.49M -$370K -5,458 -13%
JHCP
559
Jackson Hole Capital Partners
Oklahoma
$2.47M -$33.3K -492 -1%
AW
560
Apricus Wealth
South Carolina
$2.46M -$46.7K -690 -2%
HT
561
Heritage Trust
Oklahoma
$2.46M +$224K +3,300 +10%
UCI
562
Uncommon Cents Investing
Wisconsin
$2.43M -$13.3K -196 -0.5%
RCM
563
Radnor Capital Management
Pennsylvania
$2.43M -$234K -3,455 -9%
CANC
564
Culbertson A N & Co
Virginia
$2.41M -$220K -3,247 -8%
IMCOOI
565
Investment Management Corp of Ontario (IMCO)
Canada
$2.41M +$2.41M +35,536 New
TCOT
566
Trust Company of Toledo
Ohio
$2.4M -$28.7K -423 -1%
PMSA
567
Patrick M. Sweeney & Associates
Illinois
$2.39M -$18.4K -272 -0.8%
O
568
Ossiam
France
$2.39M +$118K +1,735 +5%
CAM
569
Carret Asset Management
New York
$2.38M -$941K -13,886 -28%
AWM
570
Apollon Wealth Management
South Carolina
$2.38M +$116K +1,717 +5%
CP
571
Coho Partners
Pennsylvania
$2.35M – – –
CAM
572
Cidel Asset Management
Ontario, Canada
$2.34M +$178K +2,620 +8%
VNIM
573
Vaughan Nelson Investment Management
Texas
$2.32M – – –
AWM
574
AE Wealth Management
Kansas
$2.32M -$660K -9,737 -22%
ECM
575
Everence Capital Management
Indiana
$2.32M +$565K +8,340 +32%
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