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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 %
IAMOG
951
Investors Asset Management of Georgia
Georgia
$658K -$12.9K -190 -2%
VWA
952
Visionary Wealth Advisors
Illinois
$657K +$9.82K +145 +2%
RBI
953
Raiffeisen Bank International
Austria
$656K +$80K +1,191 +14%
MIM
954
MTM Investment Management
South Carolina
$649K – – –
IB
955
Intrust Bank
Kansas
$648K +$158K +2,339 +32%
SI
956
Sava Infond
Slovenia
$640K – – –
NB
957
Nicolet Bankshares
Wisconsin
$638K -$147K -2,167 -19%
FNBT
958
FineMark National Bank & Trust
Florida
$638K -$30.8K -454 -5%
FHA
959
First Horizon Advisors
Tennessee
$638K +$170K +2,513 +36%
SJIM
960
St. Johns Investment Management
Florida
$637K -$226K -3,330 -26%
ATPW
961
Ashton Thomas Private Wealth
Arizona
$636K +$109K +1,615 +21%
FLI
962
Family Legacy Inc
South Carolina
$635K -$3.73K -55 -0.6%
NDSI
963
Newman Dignan & Sheerar Inc
Rhode Island
$634K -$24.3K -358 -4%
FNBTCON
964
First National Bank & Trust Co of Newtown
Pennsylvania
$630K – – –
CWS
965
Confluence Wealth Services
Pennsylvania
$626K +$356K +5,423 +132%
NC
966
Napatree Capital
Rhode Island
$622K -$51.6K -762 -8%
SFI
967
SPC Financial Inc
Maryland
$618K +$61K +900 +11%
BJL
968
Brighton Jones LLC
Washington
$618K +$101K +1,494 +20%
GA
969
GFS Advisors
Texas
$618K – – –
SAM
970
Simplify Asset Management
Nevada
$617K -$610 -9 -0.1%
CPW
971
Cove Private Wealth
New York
$617K – – –
ATC
972
Adirondack Trust Company
New York
$613K -$49.9K -737 -8%
GC
973
Grimes & Company
Massachusetts
$611K -$69.3K -1,023 -10%
FLPIM
974
F.L. Putnam Investment Management
Massachusetts
$610K -$321K -4,735 -34%
UAS
975
United Asset Strategies
New York
$605K +$54.3K +802 +10%
37 38
39
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