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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
RIA
1401
Realta Investment Advisors
Delaware
$208K -$67.9K -1,135 -27%
RCA
1402
Resonant Capital Advisors
Wisconsin
$207K +$183K +3,058 New
VAM
1403
Verity Asset Management
North Carolina
$207K +$183K +3,050 New
BFAG
1404
Blackston Financial Advisory Group
Florida
$207K +$182K +3,049 New
SIG
1405
Sky Investment Group
Connecticut
$207K +$182K +3,048 New
AIM
1406
Advyzon Investment Management
Illinois
$206K +$182K +3,045 New
IIM
1407
Ipswich Investment Management
Massachusetts
$206K +$182K +3,039 New
WCM
1408
Windsor Capital Management
Arizona
$206K +$182K +3,035 New
AWE
1409
Avidian Wealth Enterprises
Texas
$205K +$182K +3,033 New
SC
1410
Sepio Capital
Utah
$205K +$181K +3,026 New
PFA
1411
Pure Financial Advisors
California
$204K +$180K +3,013 New
MWM
1412
Modern Wealth Management
Kansas
$204K +$180K +3,007 New
QP
1413
Quilter Plc
United Kingdom
$203K +$179K +2,995 New
BFS
1414
BridgePort Financial Solutions
Iowa
$203K +$179K +2,992 New
FUBT
1415
First United Bank & Trust
Maryland
$203K +$136K +2,280 +321%
WPW
1416
Warther Private Wealth
Ohio
$203K -$154K -2,578 -46%
FFWM
1417
Future Financial Wealth Management
Ohio
$202K +$180 +3 +0.1%
LF
1418
Lighthouse Financial
Florida
$202K +$178K +2,979 New
NB
1419
Northwest Bancshares
Pennsylvania
$201K +$178K +2,973 New
BWA
1420
Blodgett Wealth Advisors
California
$201K +$177K +2,965 New
KAS
1421
KPP Advisory Services
Kentucky
$201K -$249K -4,156 -58%
MG
1422
Mather Group
Illinois
$196K +$6.46K +108 +4%
AC
1423
AlphaCore Capital
California
$194K +$172K +2,869 New
RF
1424
Rossby Financial
Florida
$189K +$173K +2,895 New
SPF
1425
South Plains Financial
Texas
$188K -$31.8K -532 -16%
55 56
57
58 59

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.