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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 %
FHA
601
Flagship Harbor Advisors
Massachusetts
$2.13M -$4.27K -63 -0.2%
CI
602
CX Institutional
Indiana
$2.11M -$4.72M -69,625 -69%
MAM
603
Mystic Asset Management
Rhode Island
$2.11M -$54.7K -807 -3%
SG
604
StoneX Group
New York
$2.11M +$168K +2,483 +9%
FFS
605
Founders Financial Securities
Maryland
$2.09M +$1.25M +19,285 +149%
PCA
606
Pallas Capital Advisors
Massachusetts
$2.09M +$1.39M +20,480 +197%
PWG
607
Portside Wealth Group
Utah
$2.09M +$268K +3,956 +15%
VFA
608
Valeo Financial Advisors
Indiana
$2.07M +$104K +1,532 +5%
PA
609
Procyon Advisors
Connecticut
$2.07M +$2.07M +30,482 New
BDPWM
610
Barnes Dennig Private Wealth Management
Ohio
$2.06M +$2.06M +30,474 New
CNFG
611
Creegan & Nassoura Financial Group
New Hampshire
$2.06M – – –
CPA
612
Court Place Advisors
Maryland
$2.06M -$119K -1,763 -5%
PIMJS
613
PKO Investment Management Joint-Stock
Poland
$2.05M -$1.02M -15,000 -33%
JCM
614
Jacobi Capital Management
Pennsylvania
$2.05M +$89.2K +1,317 +5%
ACM
615
Argyle Capital Management
Pennsylvania
$2.05M +$61K +900 +3%
SC
616
Searle & Co
Connecticut
$2.04M -$2.71K -40 -0.1%
TCM
617
Tandem Capital Management
New Jersey
$2.03M +$522K +7,698 +34%
RC
618
RBF Capital
California
$2.03M +$2.03M +30,000 New
CIC
619
Cornercap Investment Counsel
Georgia
$2.01M +$2.01M +29,689 New
Envestnet Portfolio Solutions
620
Envestnet Portfolio Solutions
Illinois
$2.01M -$1.39M -20,563 -41%
SBH
621
Segall Bryant & Hamill
Illinois
$1.99M -$86K -1,270 -4%
FMI
622
F/M Investments
District of Columbia
$1.99M +$54.1K +798 +3%
CA
623
Cornerstone Advisors
North Carolina
$1.99M – – –
AG
624
AIA Group
Hong Kong
$1.98M +$77.9K +1,150 +4%
USAA
625
United Services Automobile Association
Texas
$1.98M – – –
23 24
25
26 27