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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
AWA
1351
AGH Wealth Advisors
Kansas
$230K +$203K +3,400 New
NCTC
1352
New Covenant Trust Company
Indiana
$230K +$205K +3,422 New
LF
1353
Lantz Financial
Illinois
$230K +$203K +3,391 New
EWM
1354
Empirical Wealth Management
Washington
$229K +$203K +3,385 New
GIA
1355
Guyasuta Investment Advisors
Pennsylvania
$229K +$202K +3,383 New
WP
1356
WealthShield Partners
North Carolina
$227K +$201K +3,356 New
IFWM
1357
Institute for Wealth Management
Colorado
$227K +$201K +3,355 New
WWM
1358
Western Wealth Management
Colorado
$226K +$200K +3,338 New
OL
1359
OneFund LLC
Florida
$226K +$200K +3,337 New
PAG
1360
Poinciana Advisors Group
Florida
$226K +$199K +3,332 New
FCM
1361
Fieldview Capital Management
Michigan
$225K +$199K +3,325 New
EIP
1362
Ellis Investment Partners
Pennsylvania
$225K +$199K +3,321 New
FSA
1363
Fort Sheridan Advisors
Illinois
$225K -$307K -5,130 -61%
KA
1364
Klingman & Associates
New York
$224K +$198K +3,311 New
KFI
1365
Key Financial Inc
Pennsylvania
$222K -$1.98K -33 -1%
FAN
1366
Financial Advisors Network
California
$222K -$84.4K -1,411 -30%
HAS
1367
HBW Advisory Services
California
$221K +$195K +3,256 New
WAG
1368
Winthrop Advisory Group
Massachusetts
$219K +$194K +3,235 New
RWMG
1369
Redwood Wealth Management Group
New Jersey
$219K +$193K +3,231 New
ZIM
1370
Zacks Investment Management
Illinois
$219K +$193K +3,231 New
CFAM
1371
Center For Asset Management
Florida
$219K +$193K +3,228 New
OCM
1372
One Capital Management
California
$218K +$193K +3,218 New
KA
1373
KLCM Advisors
Wisconsin
$218K +$192K +3,215 New
BPC
1374
Banque Pictet & Cie
Switzerland
$217K +$192K +3,206 New
PFW
1375
Petros Family Wealth
Minnesota
$217K +$192K +3,201 New
53 54
55
56 57

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.