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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 %
PAP
576
Persistent Asset Partners
Hong Kong
$2.31M -$307K -4,538 -12%
NG
577
Norden Group
Utah
$2.31M +$66.6K +983 +3%
QCM
578
QRG Capital Management
Illinois
$2.3M -$4.57M -67,406 -67%
JWCA
579
J.W. Coons Advisors
Ohio
$2.25M -$51.8K -765 -2%
EI
580
Ethic Inc
New York
$2.25M -$1.08M -15,951 -33%
RVM
581
Robinson Value Management
Texas
$2.24M – – –
WF
582
Welch & Forbes
Massachusetts
$2.24M -$483K -7,133 -18%
DWP
583
Daymark Wealth Partners
Ohio
$2.23M +$436K +6,430 +24%
HWM
584
HB Wealth Management
Georgia
$2.23M +$872K +12,864 +64%
CEI
585
Clark Estates Inc
New York
$2.23M -$846K -12,490 -28%
BFA
586
Benedict Financial Advisors
Georgia
$2.23M -$284K -4,192 -11%
MSAM
587
Moloney Securities Asset Management
Missouri
$2.22M +$375K +5,533 +20%
BEI
588
Benjamin Edwards Inc
Missouri
$2.22M +$283K +4,182 +15%
CPBTD
589
Central Pacific Bank - Trust Division
Hawaii
$2.2M -$119K -1,757 -5%
KFS
590
Keynote Financial Services
Connecticut
$2.19M -$610 -9 -0%
CA
591
Callahan Advisors
Texas
$2.19M +$211K +3,117 +11%
GFM
592
GF Fund Management
China
$2.18M – – –
IAA
593
Independent Advisor Alliance
North Carolina
$2.18M -$52.8K -780 -2%
CFO
594
Callan Family Office
Pennsylvania
$2.17M +$806K +11,890 +59%
SIAG
595
Signet Investment Advisory Group
Rhode Island
$2.17M -$164K -2,420 -7%
Lido Advisors
596
Lido Advisors
California
$2.16M -$460K -6,786 -18%
BG
597
Bellevue Group
Switzerland
$2.15M +$671K +9,911 +45%
WIA
598
World Investment Advisors
California
$2.14M -$21.7K -321 -1%
XT
599
XTX Topco
Cayman Islands
$2.14M +$2.14M +31,516 New
FAM
600
Fred Alger Management
New York
$2.13M +$2.13M +31,482 New
22 23
24
25 26