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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 %
UAML
1226
US Asset Management LLC
Pennsylvania
$294K +$294K +4,333 New
TF
1227
Tompkins Financial
New York
$294K – – –
NIM
1228
Northeast Investment Management
Massachusetts
$294K -$234K -3,455 -44%
GHA
1229
GW Henssler & Associates
Georgia
$294K +$294K +4,334 New
KRW
1230
Kaufman Rossin Wealth
Florida
$293K +$293K +4,325 New
IAS
1231
Insigneo Advisory Services
Florida
$293K -$112K -1,656 -28%
PP
1232
PDS Planning
Ohio
$293K +$293K +4,320 New
OHWA
1233
Oak Hill Wealth Advisors
Virginia
$293K +$293K +4,319 New
SIA
1234
Soltis Investment Advisors
Utah
$292K +$292K +4,316 New
SOS
1235
Silver Oak Securities
Tennessee
$292K +$292K +4,344 New
PIM
1236
Platinum Investment Management
Australia
$291K +$157K +2,311 +117%
SOW
1237
State of Wyoming
Wyoming
$291K +$291K +4,289 New
VAS
1238
Vestmark Advisory Solutions
Massachusetts
$290K +$290K +4,279 New
PCMC
1239
Paragon Capital Management (Colorado)
Colorado
$289K +$289K +4,261 New
MBTD
1240
Mechanics Bank - Trust Department
California
$286K -$130K -1,917 -31%
SVWAG
1241
Sound View Wealth Advisors Group
Georgia
$286K +$286K +4,226 New
NSB
1242
Norway Savings Bank
Maine
$286K -$274K -4,044 -49%
FA
1243
Fortis Advisors
Pennsylvania
$285K -$61K -900 -18%
MIC
1244
Means Investment Company
Maine
$283K +$283K +4,177 New
LCWP
1245
Legacy Capital Wealth Partners
Arkansas
$283K +$283K +4,173 New
WFAG
1246
Wescott Financial Advisory Group
Pennsylvania
$281K -$201K -2,960 -42%
CCT
1247
Capital City Trust
Florida
$281K -$103K -1,526 -27%
VC
1248
Vicus Capital
Pennsylvania
$281K +$281K +4,147 New
CPSAC
1249
Chas P. Smith & Associates (CPS)
Florida
$281K +$281K +4,144 New
ECM
1250
EagleClaw Capital Management
Massachusetts
$280K -$136K -2,000 -33%
48 49
50
51 52