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 %
ST
976
Spinnaker Trust
Maine
$604K – – –
KFS
977
Kurt F. Somerville
$601K -$191K -2,820 -24%
LKIM
978
Lawson Kroeker Investment Management
Nebraska
$600K – – –
AEPWM
979
Atlantic Edge Private Wealth Management
Florida
$599K -$8.4K -124 -1%
QCM
980
Qsemble Capital Management
New York
$595K -$3.85M -56,787 -87%
SSWM
981
Smith Salley Wealth Management
North Carolina
$591K -$551K -8,127 -48%
NGA
982
Naples Global Advisors
Florida
$591K -$283K -4,173 -32%
LGF
983
LGT Group Foundation
Liechtenstein
$589K -$2.39M -35,227 -80%
LC
984
Lindbrook Capital
California
$589K +$130K +1,916 +28%
LWCFA
985
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$588K -$49.2K -750 -8%
BCM
986
Boltwood Capital Management
California
$587K -$35.9K -530 -6%
GAM
987
Groupama Asset Management
France
$586K -$3.42M -50,975 -85%
HW
988
Hancock Whitney
Mississippi
$583K -$21.3K -314 -4%
PA
989
PSI Advisors
Florida
$582K -$241K -3,553 -29%
IF
990
Intrua Financial
Texas
$581K -$107K -1,586 -16%
BB
991
Busey Bank
Illinois
$579K -$49.1K -724 -8%
FWM
992
Forza Wealth Management
Florida
$578K +$14.6K +215 +3%
MGIA
993
Moneta Group Investment Advisors
Missouri
$577K -$172K -2,533 -23%
MFA
994
Mayflower Financial Advisors
Massachusetts
$576K -$66.1K -975 -10%
SIA
995
Strategic Investment Advisors
Michigan
$574K +$13.1K +194 +2%
P
996
Pitcairn
Pennsylvania
$569K +$72.6K +1,072 +15%
WB
997
Webster Bank
Connecticut
$568K -$326K -4,808 -36%
HVIA
998
Hudson Valley Investment Advisors
New York
$568K -$22K -325 -4%
LSA
999
Lion Street Advisors
Texas
$566K -$678 -10 -0.1%
GPA
1000
Garrison Point Advisors
California
$566K +$3.39K +50 +0.6%
38 39
40
41 42