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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 %
ST
1251
Somerset Trust
Pennsylvania
$280K +$280K +4,130 New
LFG
1252
Larson Financial Group
Missouri
$280K +$77.3K +1,141 +38%
CWM
1253
Compass Wealth Management
Connecticut
$277K -$291K -4,300 -51%
BFIM
1254
Beese Fulmer Investment Management
Ohio
$276K +$276K +4,073 New
AG
1255
AmeriFlex Group
Nevada
$276K -$20.9K -309 -7%
Fiera Capital (Canada)
1256
Fiera Capital (Canada)
Quebec, Canada
$276K +$276K +4,070 New
VCM
1257
Versant Capital Management
Arizona
$275K +$208K +3,067 +309%
WA
1258
Whitebox Advisors
Minnesota
$274K -$102K -1,500 -27%
BA
1259
Ballast Advisors
Minnesota
$274K +$274K +4,042 New
LA
1260
LVW Advisors
New York
$273K -$66.5K -982 -20%
SFA
1261
Souders Financial Advisors
Ohio
$272K +$272K +4,018 New
ASG
1262
Ariston Services Group
California
$272K +$272K +4,018 New
SS
1263
SBI Securities
Japan
$272K -$23.2K -342 -8%
KFP
1264
KMG Fiduciary Partners
Ohio
$271K -$2.01M -29,658 -88%
GITFIT
1265
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$271K – – –
BWM
1266
BCS Wealth Management
Tennessee
$270K +$270K +3,978 New
NHT
1267
New Hampshire Trust
New Hampshire
$270K -$91.5K -1,350 -25%
AC
1268
Apella Capital
Connecticut
$269K +$269K +3,838 New
LSC
1269
Lesa Sroufe & Co
Washington
$269K +$269K +3,965 New
BHB
1270
Bank Hapoalim BM
Israel
$269K +$269K +3,975 New
FHC
1271
First Heartland Consultants
Missouri
$269K +$269K +3,969 New
KCM
1272
Kathmere Capital Management
Pennsylvania
$269K +$269K +3,967 New
OAS
1273
Optivise Advisory Services
Tennessee
$268K +$268K +3,951 New
AWAP
1274
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K +$266K +3,932 New
NLP
1275
Next Level Private
New York
$266K +$266K +3,928 New
49 50
51
52 53