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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 %
FUBT
1401
First United Bank & Trust
Maryland
$203K +$154K +2,280 +321%
WPW
1402
Warther Private Wealth
Ohio
$203K -$175K -2,578 -46%
FFWM
1403
Future Financial Wealth Management
Ohio
$202K +$203 +3 +0.1%
LF
1404
Lighthouse Financial
Florida
$202K +$202K +2,979 New
NB
1405
Northwest Bancshares
Pennsylvania
$201K +$201K +2,973 New
BWA
1406
Blodgett Wealth Advisors
California
$201K +$201K +2,965 New
KAS
1407
KPP Advisory Services
Kentucky
$201K -$282K -4,156 -58%
MG
1408
Mather Group
Illinois
$196K +$7.32K +108 +4%
AC
1409
AlphaCore Capital
California
$194K +$194K +2,869 New
RF
1410
Rossby Financial
Florida
$189K +$189K +2,895 New
SPF
1411
South Plains Financial
Texas
$188K -$36K -532 -16%
DIP
1412
DT Investment Partners
Pennsylvania
$188K – – –
CF
1413
Centaurus Financial
California
$188K -$63.1K -931 -25%
GFPC
1414
Global Financial Private Client
Florida
$188K +$2.64K +39 +1%
OC
1415
Oakworth Capital
Alabama
$185K -$3.93K -58 -2%
Walleye Capital
1416
Walleye Capital
New York
$184K -$5.35M -78,973 -97%
HB
1417
Horizon Bancorp
Indiana
$177K +$12.2K +180 +7%
YDMI
1418
Y.D. More Investments
Israel
$173K -$44K -650 -20%
CSB
1419
City State Bank
Iowa
$173K -$5.42K -80 -3%
BOJHT
1420
Bank of Jackson Hole Trust
Wyoming
$167K -$57.4K -874 -26%
VNA
1421
Valley National Advisers
Pennsylvania
$167K -$2.5K -37 -1%
CSC
1422
Caldwell Sutter Capital
California
$166K -$8.67K -128 -5%
USB
1423
Union Savings Bank
Connecticut
$165K -$20.2K -298 -11%
CIR
1424
Clear Investment Research
Georgia
$165K -$1.08K -16 -0.7%
WAM
1425
WFA Asset Management
Wisconsin
$156K +$50K +627 +47%
55 56
57
58 59