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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 %
EAM
826
Erste Asset Management
Austria
$938K -$182K -2,714 -16%
SAG
827
SageView Advisory Group
California
$938K -$7.93K -117 -0.8%
TWA
828
TCI Wealth Advisors
Arizona
$937K -$62.2K -918 -6%
ACM
829
Aljian Capital Management
Nevada
$933K +$29K +428 +3%
BAM
830
Byrne Asset Management
New Jersey
$920K +$23.4K +345 +3%
FRA
831
Frank Rimerman Advisors
California
$914K +$115K +1,702 +14%
UB
832
UMB Bank
Missouri
$910K -$114K -1,681 -11%
CIA
833
Concurrent Investment Advisors
Florida
$909K -$2.29M -33,826 -72%
BMC
834
Benin Management Corp
Connecticut
$905K -$281K -4,150 -24%
PL
835
Perpetual Ltd
Australia
$901K -$272K -4,017 -23%
VCS
836
Vaughan & Co Securities
New Jersey
$899K +$899K +13,271 New
MMG
837
Monetary Management Group
Missouri
$898K – – –
FCP
838
Fidelis Capital Partners
Florida
$894K +$484K +7,410 +118%
NWMG
839
National Wealth Management Group
Ohio
$891K +$891K +13,153 New
WAM
840
Weatherly Asset Management
California
$889K -$948 -14 -0.1%
IIL
841
Insight Inv LLC
California
$888K -$3.73K -55 -0.4%
BTWM
842
Baker Tilly Wealth Management
Wisconsin
$887K +$887K +13,097 New
RWB
843
RMR Wealth Builders
New Jersey
$887K -$49.9K -736 -5%
MA
844
Mutual Advisors
Nebraska
$883K -$67.9K -1,040 -7%
WT
845
Whittier Trust
California
$880K -$295K -4,352 -25%
AAIS
846
ABN AMRO Investment Solutions
$874K -$233K -3,434 -21%
PAM
847
Paradigm Asset Management
New York
$874K – – –
PMG
848
ProVise Management Group
Florida
$871K -$327K -4,824 -27%
IA
849
Integrity Alliance
Iowa
$867K +$867K +12,793 New
BPWM
850
Badgley Phelps Wealth Managers
Washington
$866K +$881 +13 +0.1%
32 33
34
35 36