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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 %
SFS
676
Sowell Financial Services
Arkansas
$1.59M -$1.01M -14,847 -39%
MCM
677
Mengis Capital Management
Oregon
$1.58M -$47.4K -700 -3%
JWCA
678
J.W. Cole Advisors
Florida
$1.58M +$1.58M +23,289 New
IA
679
IFP Advisors
Florida
$1.58M +$125K +1,843 +9%
QCG
680
Quadrant Capital Group
Ohio
$1.56M +$1.23M +18,114 +372%
PCM
681
Palouse Capital Management
Washington
$1.55M -$12.7K -188 -0.8%
Two Sigma Investments
682
Two Sigma Investments
New York
$1.54M -$114M -1,686,771 -99%
SP
683
SIH Partners
Delaware
$1.53M +$1.53M +22,630 New
MCM
684
Mork Capital Management
California
$1.52M – – –
BFS
685
Bradley Foster & Sargent
Connecticut
$1.52M +$5.96K +88 +0.4%
DF
686
Donoghue Forlines
Massachusetts
$1.52M -$592K -8,744 -28%
MSA
687
MUFG Securities Americas
New York
$1.51M +$253K +3,741 +20%
MNBTD
688
Moody National Bank Trust Division
Texas
$1.51M -$132K -1,955 -8%
AFG
689
Atomi Financial Group
New York
$1.51M +$521K +7,694 +53%
PFS
690
Prospera Financial Services
Texas
$1.49M -$387K -5,704 -21%
RA
691
Ransom Advisory
Rhode Island
$1.48M +$1.48M +21,810 New
PWP
692
Principle Wealth Partners
Connecticut
$1.48M -$20.5K -303 -1%
1832 Asset Management
693
1832 Asset Management
Ontario, Canada
$1.47M -$810K -11,955 -35%
BG
694
Bollard Group
Massachusetts
$1.47M +$17.1K +252 +1%
WBWA
695
William B. Walkup & Associates
South Carolina
$1.43M +$31K +458 +2%
WSC
696
Wellington Shields & Co
New York
$1.43M -$110K -1,627 -7%
ISB
697
Iowa State Bank
Iowa
$1.43M +$187K +2,761 +15%
CAM
698
Cresset Asset Management
Illinois
$1.43M -$297K -4,379 -17%
BMO
699
Beck Mack & Oliver
New York
$1.42M +$36.5K +538 +3%
HPC
700
HM Payson & Co
Maine
$1.42M -$90.9K -1,342 -6%
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