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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
CSPIA
1376
Cary Street Partners Investment Advisory
Virginia
$217K +$30.5K +510 +19%
NC
1377
North Capital
Utah
$216K +$191K +3,194 New
CGL
1378
Clarius Group LLC
Washington
$216K -$115K -1,923 -38%
WPC
1379
White Pine Capital
Minnesota
$216K +$191K +3,187 New
AFGAS
1380
Allegiance Financial Group Advisory Services
Virginia
$216K +$191K +3,184 New
TWP
1381
Tempus Wealth Planning
California
$215K +$190K +3,178 New
DP
1382
Dearborn Partners
Illinois
$215K +$190K +3,177 New
AFT
1383
Alpha Family Trust
California
$215K +$190K +3,170 New
LW
1384
Linscomb Wealth
Texas
$215K +$190K +3,169 New
VIM
1385
Vista Investment Management
Pennsylvania
$215K +$189K +3,166 New
CAAS
1386
Capital Asset Advisory Services
Michigan
$214K +$189K +3,150 New
PIM
1387
Penobscot Investment Management
Massachusetts
$214K +$189K +3,161 New
LBC
1388
Lowe Brockenbrough & Co
Virginia
$214K -$1.39M -23,272 -88%
KMWM
1389
Keudell/Morrison Wealth Management
Oregon
$213K +$189K +3,151 New
NJIM
1390
Nabity-Jensen Investment Management
Nebraska
$213K +$188K +3,147 New
PCG
1391
Prosperity Consulting Group
Maryland
$213K +$188K +3,145 New
MFG
1392
MidWestOne Financial Group
Iowa
$212K +$188K +3,136 New
GLA
1393
Good Life Advisors
Pennsylvania
$212K -$88.3K -1,475 -32%
HFP
1394
Holistic Financial Partners
Indiana
$212K +$187K +3,123 New
TIA
1395
Trust Investment Advisors
Indiana
$211K +$187K +3,120 New
GPWA
1396
Great Point Wealth Advisors
Massachusetts
$210K +$186K +3,106 New
FCB
1397
First County Bank
Connecticut
$210K +$186K +3,100 New
ST
1398
Sentinel Trust
Texas
$210K +$185K +3,095 New
PAM
1399
Palisade Asset Management
Minnesota
$210K +$185K +3,099 New
LFA
1400
Laraway Financial Advisors
Minnesota
$209K – – –
54 55
56
57 58

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.