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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 %
HTHT
1276
Hemenway Trust Hemenway Trust
New Hampshire
$266K -$129K -1,900 -33%
TCM
1277
TT Capital Management
California
$264K -$7.99K -118 -3%
LIA
1278
Luken Investment Analytics
Tennessee
$263K -$26.6K -393 -9%
BFAG
1279
Blackston Financial Advisory Group
Florida
$262K +$262K +3,875 New
V
1280
VeraBank
Texas
$262K -$158K -2,326 -38%
FIB
1281
First Interstate Bank
Montana
$261K +$261K +3,854 New
LMKC
1282
L.M. Kohn & Company
Ohio
$261K -$139K -2,050 -35%
CC
1283
Callan Capital
California
$260K +$260K +3,844 New
LFA
1284
Legacy Financial Advisors
Kentucky
$260K +$260K +3,843 New
HFS
1285
Heritage Financial Services
Massachusetts
$259K +$259K +3,828 New
MWM
1286
Mission Wealth Management
California
$259K +$259K +3,822 New
WPW
1287
Waldron Private Wealth
Pennsylvania
$258K -$240K -3,536 -48%
A
1288
AlphaQuest
New York
$257K -$214K -3,165 -45%
QWM
1289
Quadcap Wealth Management
Texas
$257K -$381K -5,628 -60%
BMWM
1290
Brown Miller Wealth Management
Virginia
$256K +$256K +3,784 New
TM
1291
TigerOak Management
New Mexico
$256K +$256K +3,780 New
TW
1292
TritonPoint Wealth
Maryland
$256K +$256K +3,776 New
DP
1293
Denver PWM
Colorado
$255K +$254K +3,750 +41,667%
EAM
1294
Empirical Asset Management
Massachusetts
$254K -$2.24M -33,133 -90%
GWM
1295
GK Wealth Management
Nevada
$253K +$253K +3,737 New
ACP
1296
Aveo Capital Partners
Colorado
$251K -$121K -1,807 -32%
MIM
1297
Marshall Investment Management
Colorado
$251K – – –
AI
1298
AXS Investments
New York
$251K +$251K +3,701 New
CWM
1299
Connecticut Wealth Management
Connecticut
$251K +$251K +3,698 New
BBA
1300
Baader Bank Aktiengesellschaft
Germany
$250K +$250K +3,842 New
50 51
52
53 54