CVS icon

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 %
PPWP
626
Premier Path Wealth Partners
New Jersey
$1.98M +$273K +4,025 +16%
TIAA Trust, National Association
627
TIAA Trust, National Association
North Carolina
$1.98M -$125K -1,851 -6%
SCTC
628
Sanibel Captiva Trust Company
Florida
$1.97M -$1.1M -16,277 -36%
ACM
629
Aster Capital Management
United Arab Emirates
$1.95M +$1.93M +29,391 +8,879%
RIM
630
Redwood Investment Management
Arizona
$1.95M +$246K +3,623 +14%
BF
631
BOK Financial
Oklahoma
$1.93M -$209K -3,092 -10%
LD
632
Lipe & Dalton
New York
$1.91M +$62.3K +920 +3%
PFP
633
Pinnacle Financial Partners
Tennessee
$1.9M -$19.4M -309,277 -91%
LCM
634
Legato Capital Management
California
$1.89M – – –
WA
635
Waverly Advisors
Alabama
$1.88M +$592K +8,736 +46%
HSA
636
HBK Sorce Advisory
Pennsylvania
$1.88M -$37.4K -552 -2%
BCM
637
Becker Capital Management
Oregon
$1.88M -$3.12M -45,980 -62%
MFIM
638
Mesirow Financial Investment Management
Illinois
$1.88M -$361K -5,329 -16%
CB
639
Community Bank
New York
$1.87M -$197K -2,910 -10%
BS
640
Banco Santander
Spain
$1.86M -$2.2M -32,505 -54%
CNC
641
Citizens & Northern Corp
Pennsylvania
$1.86M +$738K +10,887 +65%
SI
642
Stephens Inc
Arkansas
$1.85M -$153K -2,258 -8%
BDA
643
Borer Denton & Associates
Pennsylvania
$1.85M -$467K -6,886 -20%
KWM
644
Kingsview Wealth Management
Oregon
$1.85M -$10.7M -157,333 -85%
SF
645
Summit Financial
New Jersey
$1.85M -$273K -4,032 -13%
WorldQuant Millennium Advisors
646
WorldQuant Millennium Advisors
New York
$1.84M +$1.84M +27,189 New
Bessemer Group
647
Bessemer Group
New Jersey
$1.84M -$2.67M -39,469 -59%
IWC
648
Integrated Wealth Concepts
Massachusetts
$1.84M -$422K -6,224 -19%
SWP
649
Stratos Wealth Partners
Ohio
$1.83M -$852K -12,580 -32%
HPM
650
Hudson Portfolio Management
New York
$1.83M -$40.3K -595 -2%
24 25
26
27 28