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CVS Health
CVS

1,752 hedge funds and large institutions have $73.4B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 277 funds opening new positions, 535 increasing their positions, 758 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more funds holding in top 10

Funds holding in top 10: 13 → 37 (+24)

63% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 170

55% more capital invested

Capital invested by funds: $47.3B → $73.4B (+$26.1B)

5% more funds holding

Funds holding: 1,668 → 1,752 (+84)

2.63% more ownership

Funds ownership: 83.3% → 85.93% (+2.6%)

7% more call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.05B

29% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 758

Holders
1,752
Holders Change
+84
Holders Change %
+5.04%
% 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
277
Increased
535
Reduced
758
Closed
170
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
+$971M
2
JP Morgan Chase
JP Morgan Chase
New York
+$571M
3
Capital World Investors
Capital World Investors
California
+$440M
4
BlackRock
BlackRock
New York
+$397M
5
ClearBridge Investments
ClearBridge Investments
New York
+$244M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$309M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Macquarie Group
Macquarie Group
Australia
-$197M
4
SOMRS
State of Michigan Retirement System
Michigan
-$190M
5
Franklin Resources
Franklin Resources
California
-$181M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
826
Ostrum Asset Management
France
$954K -$1.9M -31,795 -69%
HFBOT
827
Home Federal Bank of Tennessee
Tennessee
$949K -$20.6K -345 -2%
IAIM
828
International Assets Investment Management
Florida
$948K +$167K +2,798 +25%
WG
829
Winton Group
United Kingdom
$947K +$837K +13,985 New
CBTWT
830
Community Bank & Trust (Waco, Texas)
Texas
$945K -$47.5K -794 -5%
WTC
831
WhitTier Trust Company
Nevada
$943K -$73.4K -1,227 -8%
CWM
832
Cornerstone Wealth Management
Missouri
$940K -$15.5K -259 -2%
BLC
833
Brown, Lisle/Cummings
Rhode Island
$940K -$85.7K -1,432 -9%
MOS
834
MGO One Seven
Ohio
$940K -$456K -7,615 -35%
EAM
835
Erste Asset Management
Austria
$938K -$162K -2,714 -16%
SAG
836
SageView Advisory Group
California
$938K -$7K -117 -0.8%
TWA
837
TCI Wealth Advisors
Arizona
$937K -$54.9K -918 -6%
ACM
838
Aljian Capital Management
Nevada
$933K +$25.6K +428 +3%
BAM
839
Byrne Asset Management
New Jersey
$920K +$20.6K +345 +3%
FRA
840
Frank Rimerman Advisors
California
$914K +$102K +1,702 +14%
UB
841
UMB Bank
Missouri
$910K -$101K -1,681 -11%
CIA
842
Concurrent Investment Advisors
Florida
$909K -$2.02M -33,826 -72%
BMC
843
Benin Management Corp
Connecticut
$905K -$248K -4,150 -24%
PL
844
Perpetual Ltd
Australia
$901K -$240K -4,017 -23%
VCS
845
Vaughan & Co Securities
New Jersey
$899K +$794K +13,271 New
MMG
846
Monetary Management Group
Missouri
$898K – – –
FCP
847
Fidelis Capital Partners
Florida
$894K +$443K +7,410 +118%
NWMG
848
National Wealth Management Group
Ohio
$891K +$787K +13,153 New
WAM
849
Weatherly Asset Management
California
$889K -$838 -14 -0.1%
IIL
850
Insight Inv LLC
California
$888K -$3.29K -55 -0.4%
32 33
34
35 36

CVS Hedge Fund Activity: Q1 2025 in Review

1,752 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2025, worth a combined $73.4B — up 55% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new CVS positions and 170 closed out — a net gain of 107 holders — while 535 added to existing stakes and 758 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $971M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $309M.

  • 1,752 institutional investors held CVS Health (CVS) as of Q1 2025, up from 1,668 in Q4 2024.
  • Funds reported $73.4B of CVS Health stock for Q1 2025, up 55% quarter-over-quarter.
  • 277 funds opened new CVS Health positions in Q1 2025 and 170 closed out, a net change of +107 holders.
  • The largest CVS Health buyer in Q1 2025 was Capital Research Global Investors, an estimated $971M added.
  • The largest CVS Health seller in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.