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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 %
USCWA
851
U.S. Capital Wealth Advisors
Texas
$864K +$9.96K +147 +1%
DWM
852
Diversify Wealth Management
Utah
$863K -$189K -2,907 -18%
SWP
853
Sagespring Wealth Partners
Tennessee
$863K +$405K +5,980 +88%
CI
854
Cigna Investments
Connecticut
$863K -$12K -177 -1%
LIM
855
Longfellow Investment Management
Massachusetts
$857K -$164K -2,424 -16%
PG
856
Proffitt & Goodson
Tennessee
$856K +$88.5K +1,307 +12%
FTWA
857
Fifth Third Wealth Advisors
Ohio
$852K +$102K +1,509 +14%
NAS
858
Nicolet Advisory Services
Wisconsin
$851K +$329K +4,768 +63%
CTC
859
Central Trust Company
Missouri
$850K -$66.7K -984 -7%
SFG
860
SNS Financial Group
Minnesota
$845K +$20.7K +305 +3%
ACA
861
Aptus Capital Advisors
Alabama
$842K +$27.9K +412 +3%
WPC
862
Waters Parkerson & Co
Louisiana
$841K -$22.3K -329 -3%
CF
863
Copperwynd Financial
Arizona
$838K +$524K +7,734 +167%
CSP
864
Cary Street Partners
Virginia
$831K -$146K -2,148 -15%
HIMC
865
Heritage Investors Management Corp
Maryland
$831K -$128K -1,890 -13%
HFM
866
Hartford Financial Management
Connecticut
$824K -$1.4M -20,648 -63%
PGIM
867
Pacific Global Investment Management
California
$817K +$4.2K +62 +0.5%
HIP
868
HUB Investment Partners
Texas
$817K -$148K -2,188 -15%
PI
869
Pettee Investors
Connecticut
$815K -$57.6K -850 -7%
KIM
870
Kestra Investment Management
Texas
$815K +$353K +5,217 +77%
AIP
871
Ameritas Investment Partners
Nebraska
$814K -$16.9K -249 -2%
BIA
872
Beacon Investment Advisors
Maryland
$814K +$542 +8 +0.1%
SACTSONJ
873
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$813K – – –
CPM
874
Connective Portfolio Management
New York
$813K +$813K +12,000 New
BPC
875
Bryce Point Capital
New York
$810K +$810K +12,460 New
33 34
35
36 37