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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
Envestnet Portfolio Solutions
626
Envestnet Portfolio Solutions
Illinois
$2.01M -$1.23M -20,563 -41%
SBH
627
Segall Bryant & Hamill
Illinois
$1.99M -$76K -1,270 -4%
FMI
628
F/M Investments
District of Columbia
$1.99M +$47.8K +798 +3%
CA
629
Cornerstone Advisors
North Carolina
$1.99M – – –
AG
630
AIA Group
Hong Kong
$1.98M +$68.8K +1,150 +4%
USAA
631
United Services Automobile Association
Texas
$1.98M – – –
PPWP
632
Premier Path Wealth Partners
New Jersey
$1.98M +$241K +4,025 +16%
TIAA Trust, National Association
633
TIAA Trust, National Association
North Carolina
$1.98M -$111K -1,851 -6%
SCTC
634
Sanibel Captiva Trust Company
Florida
$1.97M -$974K -16,277 -36%
ACM
635
Aster Capital Management
United Arab Emirates
$1.95M +$1.76M +29,391 +8,879%
RIM
636
Redwood Investment Management
Arizona
$1.95M +$217K +3,623 +14%
BF
637
BOK Financial
Oklahoma
$1.93M -$185K -3,092 -10%
LD
638
Lipe & Dalton
New York
$1.91M +$55.1K +920 +3%
PFPT
639
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.9M -$18.5M -309,277 -91%
LCM
640
Legato Capital Management
California
$1.89M – – –
WA
641
Waverly Advisors
Alabama
$1.88M +$523K +8,736 +46%
HSA
642
HBK Sorce Advisory
Pennsylvania
$1.88M -$33K -552 -2%
BCM
643
Becker Capital Management
Oregon
$1.88M -$2.75M -45,980 -62%
MFIM
644
Mesirow Financial Investment Management
Illinois
$1.88M -$319K -5,329 -16%
CB
645
Community Bank
New York
$1.87M -$174K -2,910 -10%
BS
646
Banco Santander
Spain
$1.86M -$1.95M -32,505 -54%
CNC
647
Citizens & Northern Corp
Pennsylvania
$1.86M +$652K +10,887 +65%
SI
648
Stephens Inc
Arkansas
$1.85M -$135K -2,258 -8%
BDA
649
Borer Denton & Associates
Pennsylvania
$1.85M -$412K -6,886 -20%
KWM
650
Kingsview Wealth Management
Oregon
$1.85M -$9.42M -157,333 -85%
24 25
26
27 28

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.