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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 %
FNFDCM
1126
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K -$17.5K -258 -4%
EA
1127
Everpar Advisors
Oklahoma
$371K +$371K +5,481 New
PGF
1128
Plan Group Financial
Oklahoma
$370K +$15K +221 +4%
MF
1129
Meridian Financial
Massachusetts
$370K – – –
TBA
1130
Tower Bridge Advisors
Pennsylvania
$369K -$390K -5,759 -51%
ACG
1131
Allen Capital Group
Nebraska
$369K +$369K +5,443 New
AFP
1132
Ausdal Financial Partners
Iowa
$368K +$368K +5,430 New
CAMG
1133
CWA Asset Management Group
Florida
$366K +$366K +5,407 New
CFO
1134
CVA Family Office
Colorado
$362K +$109K +1,614 +43%
RT
1135
Rockland Trust
Massachusetts
$361K -$10.8K -160 -3%
CCA
1136
Corps Capital Advisors
Texas
$361K – – –
DCM
1137
Donaldson Capital Management
Indiana
$357K -$542 -8 -0.2%
WA
1138
WBH Advisory
Maryland
$357K -$101K -1,488 -22%
BW
1139
BXM Wealth
Colorado
$357K -$114K -1,685 -24%
CCG
1140
Ceeto Capital Group
Florida
$357K -$95.7K -1,411 -21%
GIM
1141
Goelzer Investment Management
Indiana
$357K -$378K -5,584 -51%
FAT
1142
First American Trust
California
$356K -$408K -6,021 -53%
EFMC
1143
Empire Financial Management Company
New York
$355K – – –
IIC
1144
Integrated Investment Consultants
Michigan
$355K -$9.08K -134 -2%
RLH
1145
RD Lewis Holdings
Florida
$354K -$13.2K -196 -4%
NSIM
1146
North Star Investment Management
Illinois
$354K -$637K -9,405 -64%
CIA
1147
Compass Ion Advisors
Pennsylvania
$350K -$36.6K -540 -9%
MAM
1148
McLean Asset Management
Virginia
$347K +$347K +5,127 New
PFBT
1149
Parkside Financial Bank & Trust
Missouri
$346K +$2.37K +35 +0.7%
SFC
1150
SYM Financial Corp
Indiana
$346K +$346K +5,100 New
44 45
46
47 48