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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 %
PA
1326
Promethium Advisors
Maryland
$236K +$236K +3,480 New
BAM
1327
Berkshire Asset Management
Pennsylvania
$236K +$236K +3,473 New
CSIC
1328
Clifford Swan Investment Counsel
California
$234K +$234K +3,461 New
OWA
1329
One Wealth Advisors
California
$234K +$234K +3,454 New
AWM
1330
Accredited Wealth Management
Kentucky
$234K – – –
AA
1331
ABC Arbitrage
France
$234K -$1.56M -23,076 -87%
AF
1332
Advisornet Financial
Minnesota
$233K -$65.3K -964 -22%
MWM
1333
Maridea Wealth Management
New York
$232K +$232K +3,431 New
BTWM
1334
Brass Tax Wealth Management
Ohio
$232K +$232K +3,429 New
CGPCS
1335
Capital Group Private Client Services
California
$232K +$232K +3,418 New
SXL
1336
Summit X LLC
Missouri
$231K +$231K +3,414 New
PWMAG
1337
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$231K +3,404 New
AWA
1338
AGH Wealth Advisors
Kansas
$230K +$230K +3,400 New
NCTC
1339
New Covenant Trust Company
Indiana
$230K +$230K +3,422 New
LF
1340
Lantz Financial
Illinois
$230K +$230K +3,391 New
EWM
1341
Empirical Wealth Management
Washington
$229K +$229K +3,385 New
GIA
1342
Guyasuta Investment Advisors
Pennsylvania
$229K +$229K +3,383 New
WP
1343
WealthShield Partners
North Carolina
$227K +$227K +3,356 New
IFWM
1344
Institute for Wealth Management
Colorado
$227K +$227K +3,355 New
WWM
1345
Western Wealth Management
Colorado
$226K +$226K +3,338 New
OL
1346
OneFund LLC
Florida
$226K +$226K +3,337 New
PAG
1347
Poinciana Advisors Group
Florida
$226K +$226K +3,332 New
FCM
1348
Fieldview Capital Management
Michigan
$225K +$225K +3,325 New
EIP
1349
Ellis Investment Partners
Pennsylvania
$225K +$225K +3,321 New
FSA
1350
Fort Sheridan Advisors
Illinois
$225K -$348K -5,130 -61%
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