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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 %
TSS
776
Two Sigma Securities
New York
$1.08M +$1.08M +15,998 New
AFW
777
Avantra Family Wealth
Pennsylvania
$1.08M +$319K +4,704 +42%
KWA
778
Kingswood Wealth Advisors
California
$1.06M -$454K -6,687 -30%
CIA
779
Choate Investment Advisors
Massachusetts
$1.06M +$61K +901 +6%
VWM
780
VCI Wealth Management
Missouri
$1.05M -$1.04M -15,326 -50%
SFG
781
Sterling Financial Group
California
$1.05M +$9.55K +141 +0.9%
KF
782
Krilogy Financial
Missouri
$1.05M +$1.05M +15,438 New
BTW
783
Boston Trust Walden
Massachusetts
$1.05M -$13.6K -200 -1%
DJSG
784
D.J. St. Germain
Massachusetts
$1.04M -$15.8M -233,254 -94%
CCM
785
Chiron Capital Management
Florida
$1.04M -$705K -10,402 -40%
TTIC
786
Tower Trust & Investment Company
Iowa
$1.03M +$1.03M +15,428 New
CCM
787
Collar Capital Management
Wisconsin
$1.03M +$243K +3,587 +31%
PWM
788
Perigon Wealth Management
California
$1.03M -$327K -4,822 -24%
RRA
789
Round Rock Advisors
Connecticut
$1.03M -$52.2K -770 -5%
LCGC
790
Legacy Capital Group California
California
$1.02M -$9.01K -133 -0.9%
NFG
791
Nations Financial Group
Iowa
$1.02M -$86K -1,269 -8%
CAI
792
Capital Advisors Inc
Oklahoma
$1.01M -$22.6K -334 -2%
GS
793
GTS Securities
New York
$1M -$194K -2,870 -16%
AF
794
Aviso Financial
Ontario, Canada
$1M +$47.8K +706 +5%
NW
795
NewEdge Wealth
Pennsylvania
$1M +$25.5K +376 +3%
KTC
796
Kentucky Trust Company
Kentucky
$1M -$50.8K -750 -5%
SAM
797
Smartleaf Asset Management
Massachusetts
$1M +$280K +4,170 +39%
WSFS
798
Wilmington Savings Fund Society
Delaware
$998K -$62.4K -921 -6%
HL
799
HeadInvest LLC
Maine
$996K -$632K -9,325 -39%
TA
800
Tectonic Advisors
Texas
$994K +$12.3K +181 +1%
30 31
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