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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
ASG
1276
Ariston Services Group
California
$272K +$240K +4,018 New
SS
1277
SBI Securities
Japan
$272K -$20.5K -342 -8%
KFP
1278
KMG Fiduciary Partners
Ohio
$271K -$1.77M -29,658 -88%
GITFIT
1279
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$271K – – –
BWM
1280
BCS Wealth Management
Tennessee
$270K +$238K +3,978 New
NHT
1281
New Hampshire Trust
New Hampshire
$270K -$80.8K -1,350 -25%
AC
1282
Apella Capital
Connecticut
$269K +$230K +3,838 New
LSC
1283
Lesa Sroufe & Co
Washington
$269K +$237K +3,965 New
BHB
1284
Bank Hapoalim BM
Israel
$269K +$238K +3,975 New
FHC
1285
First Heartland Consultants
Missouri
$269K +$238K +3,969 New
KCM
1286
Kathmere Capital Management
Pennsylvania
$269K +$237K +3,967 New
OAS
1287
Optivise Advisory Services
Tennessee
$268K +$236K +3,951 New
AWAP
1288
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$266K +$235K +3,932 New
NLP
1289
Next Level Private
New York
$266K +$235K +3,928 New
HTHT
1290
Hemenway Trust Hemenway Trust
New Hampshire
$266K -$114K -1,900 -33%
TCM
1291
TT Capital Management
California
$264K -$7.06K -118 -3%
LIA
1292
Luken Investment Analytics
Tennessee
$263K -$23.5K -393 -9%
V
1293
VeraBank
Texas
$262K -$139K -2,326 -38%
FIB
1294
First Interstate Bank
Montana
$261K +$231K +3,854 New
LMKC
1295
L.M. Kohn & Company
Ohio
$261K -$123K -2,050 -35%
CC
1296
Callan Capital
California
$260K +$230K +3,844 New
LFA
1297
Legacy Financial Advisors
Kentucky
$260K +$230K +3,843 New
HFS
1298
Heritage Financial Services
Massachusetts
$259K +$229K +3,828 New
MWM
1299
Mission Wealth Management
California
$259K +$229K +3,822 New
WPW
1300
Waldron Private Wealth
Pennsylvania
$258K -$212K -3,536 -48%
50 51
52
53 54

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.