We are live on ! Find out more
CVS icon

CVS Health
CVS

1,752 hedge funds and large institutions have $73.4B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 277 funds opening new positions, 535 increasing their positions, 758 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more funds holding in top 10

Funds holding in top 10: 13 → 37 (+24)

63% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 170

55% more capital invested

Capital invested by funds: $47.3B → $73.4B (+$26.1B)

5% more funds holding

Funds holding: 1,668 → 1,752 (+84)

2.63% more ownership

Funds ownership: 83.3% → 85.93% (+2.6%)

7% more call options, than puts

Call options by funds: $2.18B | Put options by funds: $2.05B

29% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 758

Holders
1,752
Holders Change
+84
Holders Change %
+5.04%
% 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
277
Increased
535
Reduced
758
Closed
170
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
+$971M
2
JP Morgan Chase
JP Morgan Chase
New York
+$571M
3
Capital World Investors
Capital World Investors
California
+$440M
4
BlackRock
BlackRock
New York
+$397M
5
ClearBridge Investments
ClearBridge Investments
New York
+$244M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$309M
2
Lazard Asset Management
Lazard Asset Management
New York
-$238M
3
Macquarie Group
Macquarie Group
Australia
-$197M
4
SOMRS
State of Michigan Retirement System
Michigan
-$190M
5
Franklin Resources
Franklin Resources
California
-$181M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1226
Sargent Investment Group
Maryland
$301K +$30.5K +510 +13%
DE
1227
Diversified Enterprises
Delaware
$300K +$265K +4,435 New
HIC
1228
Holderness Investments Company
North Carolina
$300K +$265K +4,424 New
AWM
1229
Allen Wealth Management
North Carolina
$299K -$29.9K -499 -10%
SCM
1230
Sterling Capital Management
North Carolina
$298K -$32K -535 -11%
Federated Hermes
1231
Federated Hermes
Pennsylvania
$298K -$308K -5,139 -54%
AA
1232
Advisory Alpha
Michigan
$297K +$263K +4,390 New
BCM
1233
Birch Capital Management
Texas
$297K – – –
FCH
1234
Freestone Capital Holdings
Washington
$297K -$42.1K -703 -14%
CA
1235
CoreCap Advisors
Michigan
$296K +$2.69K +45 +1%
LW
1236
Lauer Wealth
Indiana
$296K -$72.5K -1,212 -21%
FNT
1237
First National Trust
Pennsylvania
$295K -$266K -4,441 -50%
DT
1238
Diversified Trust
Tennessee
$295K +$260K +4,352 New
PFA
1239
Petra Financial Advisors
Colorado
$295K +$260K +4,348 New
UAML
1240
US Asset Management LLC
Pennsylvania
$294K +$259K +4,333 New
TF
1241
Tompkins Financial
New York
$294K – – –
NIM
1242
Northeast Investment Management
Massachusetts
$294K -$207K -3,455 -44%
GHA
1243
GW Henssler & Associates
Georgia
$294K +$259K +4,334 New
KRW
1244
Kaufman Rossin Wealth
Florida
$293K +$259K +4,325 New
IAS
1245
Insigneo Advisory Services
Florida
$293K -$99.1K -1,656 -28%
PP
1246
PDS Planning
Ohio
$293K +$259K +4,320 New
OHWA
1247
Oak Hill Wealth Advisors
Virginia
$293K +$258K +4,319 New
SIA
1248
Soltis Investment Advisors
Utah
$292K +$258K +4,316 New
SOS
1249
Silver Oak Securities
Tennessee
$292K +$260K +4,344 New
PIM
1250
Platinum Investment Management
Australia
$291K +$138K +2,311 +117%
48 49
50
51 52

CVS Hedge Fund Activity: Q1 2025 in Review

1,752 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2025, worth a combined $73.4B — up 55% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new CVS positions and 170 closed out — a net gain of 107 holders — while 535 added to existing stakes and 758 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $971M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $309M.

  • 1,752 institutional investors held CVS Health (CVS) as of Q1 2025, up from 1,668 in Q4 2024.
  • Funds reported $73.4B of CVS Health stock for Q1 2025, up 55% quarter-over-quarter.
  • 277 funds opened new CVS Health positions in Q1 2025 and 170 closed out, a net change of +107 holders.
  • The largest CVS Health buyer in Q1 2025 was Capital Research Global Investors, an estimated $971M added.
  • The largest CVS Health seller in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $309M sold.

Based on aggregated 13F filings for Q1 2025.