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 %
MIA
876
MMBG Investment Advisors
Florida
$810K -$186K -2,745 -19%
AC
877
Addison Capital
Pennsylvania
$810K -$173K -2,548 -18%
SMC
878
Smith, Moore & Co
Missouri
$803K -$33.7K -498 -4%
SC
879
Syon Capital
California
$800K +$290K +4,284 +57%
NG
880
Novem Group
New York
$799K -$49.7K -734 -6%
PTC
881
Private Trust Company
Ohio
$799K +$6.84K +101 +0.9%
CK
882
Cohen Klingenstein
New York
$793K – – –
HA
883
Herold Advisors
New York
$792K -$46.6K -687 -6%
OFS
884
OneAscent Financial Services
Alabama
$792K +$384K +5,661 +94%
NG
885
Northstar Group
New York
$791K -$36.1K -533 -4%
MA
886
Montag & Associates
Georgia
$789K – – –
FCBT
887
First Citizens Bank & Trust
North Carolina
$788K -$141K -2,076 -15%
HI
888
Humankind Investments
New York
$788K -$137K -2,028 -15%
TWM
889
TriaGen Wealth Management
California
$788K +$788K +11,626 New
CG
890
Curat Global
New Hampshire
$783K +$783K +11,560 New
IWM
891
IHT Wealth Management
Illinois
$782K -$81.2K -1,199 -9%
CTC
892
Cetera Trust Company
Minnesota
$782K +$246K +3,625 +46%
TCM
893
Twin Capital Management
Pennsylvania
$780K -$8.67K -128 -1%
GIC
894
Generali Investments CEE
Czech Republic
$779K – – –
WPC
895
Wedmont Private Capital
Pennsylvania
$772K +$119K +1,707 +18%
WFS
896
Widmann Financial Services
Maryland
$772K +$2.71K +40 +0.4%
MIC
897
Meridian Investment Counsel
California
$771K – – –
BHCM
898
Brevan Howard Capital Management
Jersey
$771K -$940K -13,879 -55%
GIA
899
Gladstone Institutional Advisory
Florida
$771K -$97.8K -1,443 -11%
MW
900
Marcum Wealth
Ohio
$769K +$178K +2,631 +30%
34 35
36
37 38