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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
SCP
1326
Sivia Capital Partners
California
$241K +$213K +3,561 New
EM
1327
ELCO Management
New York
$241K +$213K +3,560 New
BBHC
1328
Brown Brothers Harriman & Co
New York
$241K +$63.1K +1,054 +42%
EWS
1329
Eagle Wealth Strategies
New Jersey
$241K +$213K +3,556 New
QPWM
1330
Quadrant Private Wealth Management
Pennsylvania
$241K +$213K +3,553 New
DWM
1331
Defined Wealth Management
Oregon
$240K +$212K +3,547 New
GF
1332
Gries Financial
Ohio
$240K +$212K +3,540 New
SAM
1333
Summit Asset Management
Tennessee
$239K +$211K +3,525 New
WCM
1334
WealthBridge Capital Management
Ohio
$238K +$211K +3,518 New
MC
1335
Middleton & Co
Massachusetts
$237K -$71.8K -1,200 -26%
WP
1336
Westmount Partners
California
$237K +$209K +3,493 New
SAI
1337
Savvy Advisors Inc
New York
$237K +$209K +3,492 New
PCP
1338
Proficio Capital Partners
Massachusetts
$237K +$209K +3,491 New
PA
1339
Promethium Advisors
Maryland
$236K +$208K +3,480 New
BAM
1340
Berkshire Asset Management
Pennsylvania
$236K +$208K +3,473 New
CSIC
1341
Clifford Swan Investment Counsel
California
$234K +$207K +3,461 New
OWA
1342
One Wealth Advisors
California
$234K +$207K +3,454 New
AWM
1343
Accredited Wealth Management
Kentucky
$234K – – –
AA
1344
ABC Arbitrage
France
$234K -$1.38M -23,076 -87%
AF
1345
Advisornet Financial
Minnesota
$233K -$57.7K -964 -22%
MWM
1346
Maridea Wealth Management
New York
$232K +$205K +3,431 New
BTWM
1347
Brass Tax Wealth Management
Ohio
$232K +$205K +3,429 New
CGPCS
1348
Capital Group Private Client Services
California
$232K +$205K +3,418 New
SXL
1349
Summit X LLC
Missouri
$231K +$204K +3,414 New
PWMAG
1350
Pinnacle Wealth Management Advisory Group
New Jersey
$231K +$204K +3,404 New
52 53
54
55 56

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.