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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 %
EFS
701
Essex Financial Services
Connecticut
$1.4M +$11.2K +166 +0.8%
EH
702
Equitable Holdings
New York
$1.39M -$2.84M -41,884 -67%
IRC
703
Investors Research Corp
Georgia
$1.39M +$28.8K +425 +2%
RCAG
704
Rehmann Capital Advisory Group
Michigan
$1.38M +$112K +1,658 +9%
VI
705
Versor Investments
New York
$1.38M +$752K +11,100 +121%
MAS
706
Meeder Advisory Services
Ohio
$1.37M +$255K +3,761 +23%
CAG
707
Crestwood Advisors Group
Massachusetts
$1.36M +$44.2K +653 +3%
GT
708
Greenleaf Trust
Michigan
$1.35M +$203K +3,000 +18%
S
709
SignatureFD
Georgia
$1.35M +$410K +6,048 +44%
ECM
710
Evergreen Capital Management
Washington
$1.35M +$513K +7,579 +62%
LA
711
Lynch & Associates
Indiana
$1.35M +$5.08K +75 +0.4%
EGM
712
Engineers Gate Manager
New York
$1.35M -$48.4M -714,218 -97%
LCM
713
Logan Capital Management
Pennsylvania
$1.34M +$154K +2,267 +13%
KCM
714
Kennondale Capital Management
Virginia
$1.34M – – –
GT
715
Glenview Trust
Kentucky
$1.34M -$745K -11,000 -36%
SF
716
Slagle Financial
Illinois
$1.33M +$1.33M +19,559 New
WC
717
Wynn Capital
Georgia
$1.32M +$35.9K +530 +3%
RPC
718
Rossmore Private Capital
Connecticut
$1.32M -$212K -3,127 -14%
TCA
719
Transcend Capital Advisors
New Jersey
$1.31M +$368K +5,428 +39%
PI
720
PFG Investments
New York
$1.31M -$555K -8,186 -30%
VA
721
Vident Advisory
Georgia
$1.31M -$946K -13,967 -42%
BGC
722
Beutel, Goodman & Co
Ontario, Canada
$1.3M +$1.3M +19,240 New
LF
723
LifePlan Financial
Minnesota
$1.29M -$140K -2,069 -10%
WS
724
Wedbush Securities
California
$1.27M +$28.8K +425 +2%
GI
725
GAMMA Investing
California
$1.26M +$841K +12,415 +199%
27 28
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