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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 %
KMWM
1376
Keudell/Morrison Wealth Management
Oregon
$213K +$213K +3,151 New
NJIM
1377
Nabity-Jensen Investment Management
Nebraska
$213K +$213K +3,147 New
PCG
1378
Prosperity Consulting Group
Maryland
$213K +$213K +3,145 New
MFG
1379
MidWestOne Financial Group
Iowa
$212K +$212K +3,136 New
GLA
1380
Good Life Advisors
Pennsylvania
$212K -$99.9K -1,475 -32%
HFP
1381
Holistic Financial Partners
Indiana
$212K +$212K +3,123 New
TIA
1382
Trust Investment Advisors
Indiana
$211K +$211K +3,120 New
GPWA
1383
Great Point Wealth Advisors
Massachusetts
$210K +$210K +3,106 New
FCB
1384
First County Bank
Connecticut
$210K +$210K +3,100 New
ST
1385
Sentinel Trust
Texas
$210K +$210K +3,095 New
PAM
1386
Palisade Asset Management
Minnesota
$210K +$210K +3,099 New
LFA
1387
Laraway Financial Advisors
Minnesota
$209K – – –
RIA
1388
Realta Investment Advisors
Delaware
$208K -$76.9K -1,135 -27%
RCA
1389
Resonant Capital Advisors
Wisconsin
$207K +$207K +3,058 New
VAM
1390
Verity Asset Management
North Carolina
$207K +$207K +3,050 New
SIG
1391
Sky Investment Group
Connecticut
$207K +$207K +3,048 New
AIM
1392
Advyzon Investment Management
Illinois
$206K +$206K +3,045 New
IIM
1393
Ipswich Investment Management
Massachusetts
$206K +$206K +3,039 New
WCM
1394
Windsor Capital Management
Arizona
$206K +$206K +3,035 New
AWE
1395
Avidian Wealth Enterprises
Texas
$205K +$205K +3,033 New
SC
1396
Sepio Capital
Utah
$205K +$205K +3,026 New
PFA
1397
Pure Financial Advisors
California
$204K +$204K +3,013 New
MWM
1398
Modern Wealth Management
Kansas
$204K +$204K +3,007 New
QP
1399
Quilter Plc
United Kingdom
$203K +$203K +2,995 New
BFS
1400
BridgePort Financial Solutions
Iowa
$203K +$203K +2,992 New
54 55
56
57 58