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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 %
WT
1001
Washington Trust
Rhode Island
$564K -$31.2K -460 -5%
BMC
1002
Beaton Management Company
Massachusetts
$562K -$41.6K -614 -7%
DAS
1003
Diversify Advisory Services
Utah
$561K -$41.6K -640 -7%
BP
1004
Ballentine Partners
Massachusetts
$559K +$199K +2,943 +55%
CI
1005
Conning Inc
Connecticut
$559K – – –
FIA
1006
Foundations Investment Advisors
Arizona
$558K +$18.9K +279 +4%
CA
1007
Claro Advisors
Massachusetts
$558K +$229K +3,383 +70%
PA
1008
Persium Advisors
Georgia
$557K +$70.1K +1,035 +14%
IHL
1009
Investment House LLC
California
$557K -$374K -5,525 -40%
SWM
1010
SeaCrest Wealth Management
New York
$551K +$23.3K +344 +4%
AIA
1011
Affinity Investment Advisors
California
$551K -$252K -3,722 -31%
CWC
1012
Carolinas Wealth Consulting
North Carolina
$550K -$27.1K -400 -5%
CBT
1013
Crews Bank & Trust
Florida
$550K -$7.32K -108 -1%
WC
1014
Waterloo Capital
Texas
$547K -$52.1K -769 -9%
VCM
1015
Virtue Capital Management
Tennessee
$546K +$546K +8,043 New
BAM
1016
Belpointe Asset Management
Nevada
$544K -$100K -1,477 -16%
SQA
1017
Simon Quick Advisors
New Jersey
$543K +$543K +8,014 New
LJHT
1018
Laurie J. Hall Trustee
$542K -$238K -3,513 -31%
MMPW
1019
Mitchell McLeod Pugh & Williams
Alabama
$541K +$745 +11 +0.1%
RA
1020
RFG Advisory
Alabama
$541K -$18.5K -273 -3%
KOC
1021
Koss-Olinger Consulting
Florida
$540K -$1.41M -20,751 -72%
AA
1022
Ancora Advisors
Ohio
$536K -$82.3K -1,215 -13%
NFTC
1023
North Forty Two & Co
Oregon
$535K – – –
VCA
1024
Verdence Capital Advisors
Maryland
$535K +$6.03K +89 +1%
BCWM
1025
Bartlett & Co Wealth Management
Ohio
$533K -$1.27M -18,785 -70%
39 40
41
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