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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 %
EB
901
Eastern Bank
Massachusetts
$767K -$650K -9,594 -46%
NCM
902
Narwhal Capital Management
Georgia
$763K -$16.3K -240 -2%
PCS
903
Personal CFO Solutions
New Jersey
$754K +$75.6K +1,116 +11%
MMM
904
Mendel Money Management
Illinois
$753K -$64K -945 -8%
EHWM
905
Eads & Heald Wealth Management
Georgia
$753K -$9.42K -139 -1%
1SB
906
1ST Source Bank
Indiana
$751K -$84.5K -1,247 -10%
FFN
907
Focus Financial Network
Minnesota
$751K +$7.93K +117 +1%
RWM
908
Ritholtz Wealth Management
New York
$746K +$746K +11,009 New
CT
909
Chicago Trust
Illinois
$743K -$40K -591 -5%
MWM
910
Meridian Wealth Management
Kentucky
$739K -$52.5K -775 -7%
AWA
911
Aaron Wealth Advisors
Illinois
$738K +$141K +2,078 +24%
TSMHT
912
Thurston Springer Miller Herd & Titak
Indiana
$736K +$119K +1,757 +19%
AOI
913
Auto-Owners Insurance
Michigan
$732K -$330K -1,757 -31%
KA
914
Kovack Advisors
Florida
$723K -$18.2K -269 -2%
PK
915
Pflug Koory
Nebraska
$721K -$6.1K -90 -0.8%
ACM
916
Aurdan Capital Management
Pennsylvania
$721K – – –
PWP
917
Perfromance Wealth Partners
Illinois
$719K +$1.9K +28 +0.3%
FFA
918
Founders Financial Alliance
North Carolina
$714K +$23.6K +349 +3%
BA
919
Bristlecone Advisors
Washington
$711K -$20.3K -300 -3%
MMA
920
Miracle Mile Advisors
California
$710K +$105K +1,543 +17%
AIM
921
Anchor Investment Management
South Carolina
$708K -$98K -1,446 -12%
MIA
922
MeadowBrook Investment Advisors
Michigan
$707K -$25.7K -380 -4%
JC
923
JB Capital
Connecticut
$706K +$4.54K +67 +0.6%
SFWA
924
Summit Financial Wealth Advisors
Louisiana
$705K – – –
DCM
925
Dimension Capital Management
Florida
$704K +$187K +2,767 +36%
35 36
37
38 39