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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 %
KA
1351
Klingman & Associates
New York
$224K +$224K +3,311 New
KFI
1352
Key Financial Inc
Pennsylvania
$222K -$2.24K -33 -1%
FAN
1353
Financial Advisors Network
California
$222K -$95.6K -1,411 -30%
HAS
1354
HBW Advisory Services
California
$221K +$221K +3,256 New
WAG
1355
Winthrop Advisory Group
Massachusetts
$219K +$219K +3,235 New
RWMG
1356
Redwood Wealth Management Group
New Jersey
$219K +$219K +3,231 New
ZIM
1357
Zacks Investment Management
Illinois
$219K +$219K +3,231 New
CFAM
1358
Center For Asset Management
Florida
$219K +$219K +3,228 New
OCM
1359
One Capital Management
California
$218K +$218K +3,218 New
KA
1360
KLCM Advisors
Wisconsin
$218K +$218K +3,215 New
BPC
1361
Banque Pictet & Cie
Switzerland
$217K +$217K +3,206 New
PFW
1362
Petros Family Wealth
Minnesota
$217K +$217K +3,201 New
CSPIA
1363
Cary Street Partners Investment Advisory
Virginia
$217K +$34.6K +510 +19%
NC
1364
North Capital
Utah
$216K +$216K +3,194 New
CGL
1365
Clarius Group LLC
Washington
$216K -$130K -1,923 -38%
WPC
1366
White Pine Capital
Minnesota
$216K +$216K +3,187 New
AFGAS
1367
Allegiance Financial Group Advisory Services
Virginia
$216K +$216K +3,184 New
TWP
1368
Tempus Wealth Planning
California
$215K +$215K +3,178 New
DP
1369
Dearborn Partners
Illinois
$215K +$215K +3,177 New
AFT
1370
Alpha Family Trust
California
$215K +$215K +3,170 New
LW
1371
Linscomb Wealth
Texas
$215K +$215K +3,169 New
VIM
1372
Vista Investment Management
Pennsylvania
$215K +$215K +3,166 New
CAAS
1373
Capital Asset Advisory Services
Michigan
$214K +$214K +3,150 New
PIM
1374
Penobscot Investment Management
Massachusetts
$214K +$214K +3,161 New
LBC
1375
Lowe Brockenbrough & Co
Virginia
$214K -$1.58M -23,272 -88%
53 54
55
56 57