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 %
PBK
801
Peoples Bank (Kansas)
Kansas
$994K -$16.9K -250 -2%
WBC
802
Westpac Banking Corp
Australia
$992K -$492K -7,260 -33%
OQS
803
Occudo Quantitative Strategies
Florida
$987K +$589K +8,772 +148%
ETC
804
Exchange Traded Concepts
Oklahoma
$985K -$201K -2,972 -17%
TAM
805
Trust Asset Management
Texas
$985K -$36.8K -543 -4%
KIA
806
KCM Investment Advisors
California
$983K -$140K -2,062 -12%
HFM
807
Harvest Fund Management
China
$972K +$972K +14,340 New
HCM
808
Howard Capital Management
Georgia
$971K +$33.1K +488 +4%
DMBA
809
Deseret Mutual Benefit Administrators
Utah
$968K +$49.4K +729 +5%
AI
810
Atom Investors
Texas
$967K -$1.91M -28,180 -66%
NP
811
NorthRock Partners
Minnesota
$965K +$965K +14,237 New
CPIG
812
Chicago Partners Investment Group
Illinois
$962K -$2.74K -41 -0.3%
FPAS
813
Focus Partners Advisor Solutions
Missouri
$961K +$961K +14,188 New
DI
814
Diligent Investors
California
$960K -$211K -3,108 -18%
LI
815
LRI Investments
Florida
$959K +$338K +4,989 +54%
CC
816
Centiva Capital
New York
$958K -$4.08M -60,149 -81%
OAM
817
Ostrum Asset Management
France
$954K -$2.15M -31,795 -69%
HFBOT
818
Home Federal Bank of Tennessee
Tennessee
$949K -$23.4K -345 -2%
IAIM
819
International Assets Investment Management
Florida
$948K +$190K +2,798 +25%
WG
820
Winton Group
United Kingdom
$947K +$947K +13,985 New
CBTWT
821
Community Bank & Trust (Waco, Texas)
Texas
$945K -$53.8K -794 -5%
WTC
822
WhitTier Trust Company
Nevada
$943K -$83.1K -1,227 -8%
CWM
823
Cornerstone Wealth Management
Missouri
$940K -$17.5K -259 -2%
BLC
824
Brown, Lisle/Cummings
Rhode Island
$940K -$97K -1,432 -9%
MOS
825
MGO One Seven
Ohio
$940K -$516K -7,615 -35%
31 32
33
34 35