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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
CTC
901
Cetera Trust Company
Minnesota
$782K +$217K +3,625 +46%
TCM
902
Twin Capital Management
Pennsylvania
$780K -$7.66K -128 -1%
GIC
903
Generali Investments CEE
Czech Republic
$779K – – –
WPC
904
Wedmont Private Capital
Pennsylvania
$772K +$102K +1,707 +18%
WFS
905
Widmann Financial Services
Maryland
$772K +$2.39K +40 +0.4%
MIC
906
Meridian Investment Counsel
California
$771K – – –
BHCM
907
Brevan Howard Capital Management
Jersey
$771K -$831K -13,879 -55%
GIA
908
Gladstone Institutional Advisory
Florida
$771K -$86.4K -1,443 -11%
MW
909
Marcum Wealth
Ohio
$769K +$157K +2,631 +30%
EB
910
Eastern Bank
Massachusetts
$767K -$574K -9,594 -46%
NCM
911
Narwhal Capital Management
Georgia
$763K -$14.4K -240 -2%
BC
912
Broadwater Capital
Massachusetts
$759K – – –
PCS
913
Personal CFO Solutions
New Jersey
$754K +$66.8K +1,116 +11%
MMM
914
Mendel Money Management
Illinois
$753K -$56.6K -945 -8%
EHWM
915
Eads & Heald Wealth Management
Georgia
$753K -$8.32K -139 -1%
1SB
916
1ST Source Bank
Indiana
$751K -$74.6K -1,247 -10%
FFN
917
Focus Financial Network
Minnesota
$751K +$7K +117 +1%
RWM
918
Ritholtz Wealth Management
New York
$746K +$659K +11,009 New
CT
919
Chicago Trust
Illinois
$743K -$35.4K -591 -5%
MWM
920
Meridian Wealth Management
Kentucky
$739K -$46.4K -775 -7%
AWA
921
Aaron Wealth Advisors
Illinois
$738K +$124K +2,078 +24%
TSMHT
922
Thurston Springer Miller Herd & Titak
Indiana
$736K +$105K +1,757 +19%
AOI
923
Auto-Owners Insurance
Michigan
$732K -$105K -1,757 -31%
KA
924
Kovack Advisors
Florida
$723K -$16.1K -269 -2%
PK
925
Pflug Koory
Nebraska
$721K -$5.39K -90 -0.8%
35 36
37
38 39

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.