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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 %
DTC
1151
Davidson Trust Company
Washington
$344K -$1.56K -23 -0.5%
VRM
1152
Vectors Research Management
New York
$344K – – –
HKIM
1153
Hayek Kallen Investment Management
Alabama
$343K -$120K -1,766 -26%
PT
1154
Plimoth Trust
Massachusetts
$343K -$1.69M -24,901 -83%
RFP
1155
Root Financial Partners
California
$343K -$32.3K -477 -9%
SEP
1156
Southland Equity Partners
Missouri
$340K +$2.17K +32 +0.6%
PWM
1157
Pines Wealth Management
North Carolina
$340K +$340K +5,020 New
TAM
1158
Tocqueville Asset Management
New York
$339K -$60.6K -894 -15%
PCA
1159
Private Capital Advisors
Connecticut
$339K – – –
WE
1160
Wealth Effects
Massachusetts
$338K -$79.9K -1,179 -19%
GIM
1161
Generali Investments Management
Slovenia
$337K +$337K +4,981 New
EW
1162
Element Wealth
Mississippi
$337K +$2.71K +40 +0.8%
TWM
1163
Topsail Wealth Management
North Carolina
$337K +$337K +4,970 New
BCA
1164
Bay Colony Advisors
Massachusetts
$336K +$9K +134 +3%
SRC
1165
Shufro Rose & Co
New York
$335K -$222K -3,279 -40%
BIC
1166
Beach Investment Counsel
Pennsylvania
$335K -$135K -1,995 -29%
Koshinski Asset Management
1167
Koshinski Asset Management
Illinois
$334K +$12.1K +178 +4%
KFC
1168
Klingenstein Fields & Co
New York
$334K +$678 +10 +0.2%
AB
1169
Atlas Brown
Kentucky
$331K +$9.62K +142 +3%
ST
1170
Smithfield Trust
Pennsylvania
$331K -$21.7K -319 -6%
BC
1171
Bayforest Capital
United Kingdom
$331K +$331K +4,881 New
PCA
1172
Peddock Capital Advisors
Massachusetts
$330K -$82.3K -1,214 -20%
MA
1173
MKT Advisors
California
$330K +$958 +15 +0.3%
CHJWM
1174
Carlton Hofferkamp & Jenks Wealth Management
Texas
$329K -$11.7K -170 -3%
AWAU
1175
Alliance Wealth Advisors (Utah)
Utah
$328K -$18.6K -275 -5%
45 46
47
48 49