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 %
CB
1201
Cadence Bank
Mississippi
$309K -$4K -59 -1%
KFP
1202
Keystone Financial Planning
Ohio
$306K – – –
FAM
1203
Formidable Asset Management
Ohio
$306K -$63.5K -938 -17%
VA
1204
Valmark Advisers
Ohio
$306K +$306K +4,515 New
RFA
1205
Register Financial Advisors
Georgia
$305K -$134K -1,973 -30%
GEA
1206
Glen Eagle Advisors
New Jersey
$305K -$35.4K -522 -10%
PM
1207
Penbrook Management
New York
$305K -$20.3K -300 -6%
ACP
1208
Aviance Capital Partners
Florida
$305K +$305K +4,499 New
VHAM
1209
Van Hulzen Asset Management
California
$305K -$9.69K -143 -3%
EL
1210
Essex LLC
Illinois
$304K – – –
CPA
1211
Capital Performance Advisors
California
$304K +$304K +4,491 New
SIG
1212
Sargent Investment Group
Maryland
$301K +$34.6K +510 +13%
DE
1213
Diversified Enterprises
Delaware
$300K +$300K +4,435 New
HIC
1214
Holderness Investments Company
North Carolina
$300K +$300K +4,424 New
AWM
1215
Allen Wealth Management
North Carolina
$299K -$33.8K -499 -10%
SCM
1216
Sterling Capital Management
North Carolina
$298K -$36.2K -535 -11%
Federated Hermes
1217
Federated Hermes
Pennsylvania
$298K -$348K -5,139 -54%
AA
1218
Advisory Alpha
Michigan
$297K +$297K +4,390 New
BCM
1219
Birch Capital Management
Texas
$297K – – –
FCH
1220
Freestone Capital Holdings
Washington
$297K -$47.6K -703 -14%
CA
1221
CoreCap Advisors
Michigan
$296K +$3.05K +45 +1%
LW
1222
Lauer Wealth
Indiana
$296K -$78.8K -1,212 -21%
FNT
1223
First National Trust
Pennsylvania
$295K -$301K -4,441 -50%
DT
1224
Diversified Trust
Tennessee
$295K +$295K +4,352 New
PFA
1225
Petra Financial Advisors
Colorado
$295K +$295K +4,348 New
47 48
49
50 51