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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
A
1301
AlphaQuest
New York
$257K -$189K -3,165 -45%
QWM
1302
Quadcap Wealth Management
Texas
$257K -$337K -5,628 -60%
BMWM
1303
Brown Miller Wealth Management
Virginia
$256K +$226K +3,784 New
TM
1304
TigerOak Management
New Mexico
$256K +$226K +3,780 New
TW
1305
TritonPoint Wealth
Maryland
$256K +$226K +3,776 New
DP
1306
Denver PWM
Colorado
$255K +$224K +3,750 +41,667%
EAM
1307
Empirical Asset Management
Massachusetts
$254K -$1.98M -33,133 -90%
GWM
1308
GK Wealth Management
Nevada
$253K +$224K +3,737 New
ACP
1309
Aveo Capital Partners
Colorado
$251K -$108K -1,807 -32%
MIM
1310
Marshall Investment Management
Colorado
$251K – – –
AI
1311
AXS Investments
New York
$251K +$221K +3,701 New
CWM
1312
Connecticut Wealth Management
Connecticut
$251K +$221K +3,698 New
BBA
1313
Baader Bank Aktiengesellschaft
Germany
$250K +$230K +3,842 New
WKWM
1314
Walter & Keenan Wealth Management
Indiana
$250K +$221K +3,687 New
WKSWA
1315
White Knight Strategic Wealth Advisors
New Jersey
$250K -$721K -12,055 -77%
OIA
1316
Optimum Investment Advisors
Illinois
$249K -$6.16K -103 -3%
Q1WB
1317
Quest 10 Wealth Builders
Virginia
$247K -$85.6K -1,431 -28%
BWP
1318
Baldwin Wealth Partners
Massachusetts
$247K +$219K +3,652 New
BA
1319
Bridgewater Advisors
New York
$247K +$227K +3,793 New
CLA
1320
Carnegie Lake Advisors
New Jersey
$246K +$217K +3,625 New
BWM
1321
Brown Wealth Management
Illinois
$244K +$216K +3,603 New
KP
1322
Keel Point
Alabama
$244K +$215K +3,596 New
SCA
1323
Stonebridge Capital Advisors
Minnesota
$243K -$224K -3,738 -51%
KCM
1324
Kendall Capital Management
Maryland
$243K -$65.8K -1,100 -24%
AFA
1325
AA Financial Advisors
Ohio
$243K +$214K +3,580 New
51 52
53
54 55

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.