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 %
WBCM
1051
Wilson & Boucher Capital Management
California
$484K -$27.1K -400 -5%
KCFA
1052
Key Client Fiduciary Advisors
New Jersey
$481K +$6.5K +96 +1%
MEAC
1053
M.E. Allison & Co
Texas
$476K +$57.6K +850 +14%
SS
1054
Sunbelt Securities
Texas
$475K -$28.1K -415 -6%
NS
1055
NBC Securities
Alabama
$474K +$474K +7,001 +100,014%
YIA
1056
YHB Investment Advisors
Connecticut
$472K -$365K -5,385 -44%
TSWM
1057
Tyler-Stone Wealth Management
Ohio
$469K -$187K -2,757 -28%
WSCM
1058
Wellington Shields Capital Management
New York
$468K -$176K -2,600 -27%
AAS
1059
Ameritas Advisory Services
Nebraska
$465K -$10.1K -158 -2%
MPCG
1060
Matrix Private Capital Group
New York
$465K -$24K -354 -5%
PWP
1061
Prasad Wealth Partners
Ohio
$465K +$3.25K +48 +0.7%
PWAM
1062
Private Wealth Asset Management
Iowa
$465K +$465K +6,858 New
ASC
1063
Atalanta Sosnoff Capital
New York
$464K +$464K +6,842 New
Financial Engines Advisors
1064
Financial Engines Advisors
California
$463K -$90.2K -1,331 -16%
CW
1065
CreativeOne Wealth
Kansas
$459K +$21.7K +320 +5%
Fayez Sarofim & Co
1066
Fayez Sarofim & Co
Texas
$459K -$102K -1,500 -18%
WF
1067
Williams Financial
Vermont
$458K +$6.37K +94 +1%
GWMR
1068
GC Wealth Management RIA
Massachusetts
$457K +$10.3K +152 +2%
CCA
1069
Childress Capital Advisors
Texas
$456K +$456K +6,731 New
MIS
1070
Morningstar Investment Services
Illinois
$455K -$395K -5,840 -46%
AA
1071
Alta Advisers
United Kingdom
$455K +$455K +6,712 New
CAM
1072
Columbia Asset Management
Michigan
$447K -$74.5K -1,100 -14%
LBC
1073
Leigh Baldwin & Co
New York
$444K +$20.9K +308 +5%
RIA
1074
Regal Investment Advisors
Michigan
$441K -$21.6K -319 -5%
IQI
1075
Integrated Quantitative Investments
Washington
$440K -$203K -3,000 -32%
41 42
43
44 45