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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 %
WKWM
1301
Walter & Keenan Wealth Management
Indiana
$250K +$250K +3,687 New
WKSWA
1302
White Knight Strategic Wealth Advisors
New Jersey
$250K -$817K -12,055 -77%
OIA
1303
Optimum Investment Advisors
Illinois
$249K -$6.98K -103 -3%
Q1WB
1304
Quest 10 Wealth Builders
Virginia
$247K -$96.9K -1,431 -28%
BWP
1305
Baldwin Wealth Partners
Massachusetts
$247K +$247K +3,652 New
BA
1306
Bridgewater Advisors
New York
$247K +$247K +3,793 New
CLA
1307
Carnegie Lake Advisors
New Jersey
$246K +$246K +3,625 New
BWM
1308
Brown Wealth Management
Illinois
$244K +$244K +3,603 New
KP
1309
Keel Point
Alabama
$244K +$244K +3,596 New
SCA
1310
Stonebridge Capital Advisors
Minnesota
$243K -$253K -3,738 -51%
KCM
1311
Kendall Capital Management
Maryland
$243K -$74.5K -1,100 -24%
AFA
1312
AA Financial Advisors
Ohio
$243K +$243K +3,580 New
SCP
1313
Sivia Capital Partners
California
$241K +$241K +3,561 New
EM
1314
ELCO Management
New York
$241K +$241K +3,560 New
BBHC
1315
Brown Brothers Harriman & Co
New York
$241K +$71.4K +1,054 +42%
EWS
1316
Eagle Wealth Strategies
New Jersey
$241K +$241K +3,556 New
QPWM
1317
Quadrant Private Wealth Management
Pennsylvania
$241K +$241K +3,553 New
DWM
1318
Defined Wealth Management
Oregon
$240K +$240K +3,547 New
GF
1319
Gries Financial
Ohio
$240K +$240K +3,540 New
SAM
1320
Summit Asset Management
Tennessee
$239K +$239K +3,525 New
WCM
1321
WealthBridge Capital Management
Ohio
$238K +$238K +3,518 New
MC
1322
Middleton & Co
Massachusetts
$237K -$81.3K -1,200 -26%
WP
1323
Westmount Partners
California
$237K +$237K +3,493 New
SAI
1324
Savvy Advisors Inc
New York
$237K +$237K +3,492 New
PCP
1325
Proficio Capital Partners
Massachusetts
$237K +$237K +3,491 New
51 52
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