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
SOW
1251
State of Wyoming
Wyoming
$291K +$257K +4,289 New
VAS
1252
Vestmark Advisory Solutions
Massachusetts
$290K +$256K +4,279 New
PCMC
1253
Paragon Capital Management (Colorado)
Colorado
$289K +$255K +4,261 New
MBTD
1254
Mechanics Bank - Trust Department
California
$286K -$115K -1,917 -31%
SVWAG
1255
Sound View Wealth Advisors Group
Georgia
$286K +$253K +4,226 New
NSB
1256
Norway Savings Bank
Maine
$286K -$242K -4,044 -49%
FA
1257
Fortis Advisors
Pennsylvania
$285K -$53.9K -900 -18%
MIC
1258
Means Investment Company
Maine
$283K +$250K +4,177 New
LCWP
1259
Legacy Capital Wealth Partners
Arkansas
$283K +$250K +4,173 New
WFAG
1260
Wescott Financial Advisory Group
Pennsylvania
$281K -$177K -2,960 -42%
CCT
1261
Capital City Trust
Florida
$281K -$91.3K -1,526 -27%
VC
1262
Vicus Capital
Pennsylvania
$281K +$248K +4,147 New
CPSAC
1263
Chas P. Smith & Associates (CPS)
Florida
$281K +$248K +4,144 New
ECM
1264
EagleClaw Capital Management
Massachusetts
$280K -$120K -2,000 -33%
ST
1265
Somerset Trust
Pennsylvania
$280K +$247K +4,130 New
LFG
1266
Larson Financial Group
Missouri
$280K +$68.3K +1,141 +38%
CWM
1267
Compass Wealth Management
Connecticut
$277K -$257K -4,300 -51%
BFIM
1268
Beese Fulmer Investment Management
Ohio
$276K +$244K +4,073 New
AG
1269
AmeriFlex Group
Nevada
$276K -$18.5K -309 -7%
Fiera Capital (Canada)
1270
Fiera Capital (Canada)
Quebec, Canada
$276K +$244K +4,070 New
VCM
1271
Versant Capital Management
Arizona
$275K +$184K +3,067 +309%
WA
1272
Whitebox Advisors
Minnesota
$274K -$89.8K -1,500 -27%
BA
1273
Ballast Advisors
Minnesota
$274K +$242K +4,042 New
LA
1274
LVW Advisors
New York
$273K -$58.8K -982 -20%
SFA
1275
Souders Financial Advisors
Ohio
$272K +$240K +4,018 New
49 50
51
52 53

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.