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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
CAM
576
Cidel Asset Management
Ontario, Canada
$2.34M +$157K +2,620 +8%
VNIM
577
Vaughan Nelson Investment Management
Texas
$2.32M – – –
AWM
578
AE Wealth Management
Kansas
$2.32M -$583K -9,737 -22%
ECM
579
Everence Capital Management
Indiana
$2.32M +$499K +8,340 +32%
PAP
580
Persistent Asset Partners
Hong Kong
$2.31M -$272K -4,538 -12%
NG
581
Norden Group
Utah
$2.31M +$58.8K +983 +3%
QCM
582
QRG Capital Management
Illinois
$2.3M -$4.03M -67,406 -67%
JWCA
583
J.W. Coons Advisors
Ohio
$2.25M -$45.8K -765 -2%
EI
584
Ethic Inc
New York
$2.25M -$955K -15,951 -33%
MWM
585
Manske Wealth Management
Texas
$2.24M +$206K +3,449 +12%
RVM
586
Robinson Value Management
Texas
$2.24M – – –
WF
587
Welch & Forbes
Massachusetts
$2.24M -$427K -7,133 -18%
DWP
588
Daymark Wealth Partners
Ohio
$2.23M +$385K +6,430 +24%
HWM
589
HB Wealth Management
Georgia
$2.23M +$770K +12,864 +64%
CEI
590
Clark Estates Inc
New York
$2.23M -$747K -12,490 -28%
BFA
591
Benedict Financial Advisors
Georgia
$2.23M -$251K -4,192 -11%
MSAM
592
Moloney Securities Asset Management
Missouri
$2.22M +$331K +5,533 +20%
BEI
593
Benjamin Edwards Inc
Missouri
$2.22M +$250K +4,182 +15%
CPBTD
594
Central Pacific Bank - Trust Division
Hawaii
$2.2M -$105K -1,757 -5%
KFS
595
Keynote Financial Services
Connecticut
$2.19M -$539 -9 -0%
CA
596
Callahan Advisors
Texas
$2.19M +$187K +3,117 +11%
GFM
597
GF Fund Management
China
$2.18M – – –
IAA
598
Independent Advisor Alliance
North Carolina
$2.18M -$46.7K -780 -2%
CFO
599
Callan Family Office
Pennsylvania
$2.17M +$712K +11,890 +59%
SIAG
600
Signet Investment Advisory Group
Rhode Island
$2.17M -$145K -2,420 -7%
22 23
24
25 26

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.