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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 %
RPCONE
651
Retirement Planning Company of New England
Rhode Island
$1.83M -$34.6K -511 -2%
BWM
652
BCGM Wealth Management
Indiana
$1.8M +$216K +3,194 +14%
ZIG
653
Zurich Insurance Group
Switzerland
$1.8M – – –
SYBT
654
Stock Yards Bank & Trust
Kentucky
$1.78M -$366K -5,409 -17%
AAMU
655
APG Asset Management US
New York
$1.77M – – –
PAS
656
Park Avenue Securities
New York
$1.75M +$84.3K +1,244 +5%
MIF
657
Mediolanum International Funds
Ireland
$1.74M +$193K +2,878 +12%
AIC
658
Archer Investment Corporation
Indiana
$1.72M -$37.2K -549 -2%
WCAMG
659
Woodard & Company Asset Management Group
North Carolina
$1.7M +$1.7M +25,134 New
AF
660
Allworth Financial
California
$1.7M +$266K +4,030 +18%
ICP
661
Ilex Capital Partners
United Kingdom
$1.69M +$1.69M +24,925 New
SC
662
Stolper & Co
Oklahoma
$1.68M +$228K +3,369 +16%
DWM
663
Dakota Wealth Management
Florida
$1.68M -$231K -3,410 -12%
DFCM
664
Dark Forest Capital Management
Puerto Rico
$1.65M +$1.65M +24,382 New
MTIC
665
Missouri Trust & Investment Company
Missouri
$1.65M +$165K +2,435 +11%
FM
666
Foster & Motley
Ohio
$1.65M -$266K -3,920 -14%
HNB
667
Huntington National Bank
Ohio
$1.65M -$582K -8,587 -26%
CCIA
668
Campbell & Co Investment Adviser
Maryland
$1.64M +$1.64M +24,270 New
CFG
669
Citizens Financial Group
Rhode Island
$1.62M -$135K -1,998 -8%
WF
670
WinCap Financial
Massachusetts
$1.62M +$373K +5,510 +30%
WFI
671
West Family Investments
California
$1.62M +$82.1K +1,212 +5%
VI
672
Vestcor Inc
New Brunswick, Canada
$1.62M -$18.9K -279 -1%
BHIA
673
Birch Hill Investment Advisors
Massachusetts
$1.61M -$1.03M -15,170 -39%
GWM
674
Greenwich Wealth Management
Connecticut
$1.6M -$12.9K -190 -0.8%
JIC
675
Johnson Investment Counsel
Ohio
$1.6M -$70.9K -1,046 -4%
25 26
27
28 29