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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 %
S
1476
Sachetta
Massachusetts
$80.4K -$74.3K -1,097 -48%
SCM
1477
Silvant Capital Management
Georgia
$79.2K – – –
CMP
1478
Coston McIsaac & Partners
Maine
$79K +$470 +7 +0.6%
LFASL
1479
Lugano Financial Advisors SA (LFA)
Switzerland
$77.2K -$22.2K -328 -22%
CYG
1480
Clean Yield Group
Vermont
$77.2K – – –
VIS
1481
Vega Investment Solutions
France
$76.2K -$466K -6,876 -86%
SWIM
1482
Smallwood Wealth Investment Management
New Jersey
$75.7K +$75.7K +1,117 New
BCWM
1483
Ball & Co Wealth Management
Tennessee
$75K +$875 +13 +1%
RA
1484
Rise Advisors
New York
$74K +$542 +8 +0.7%
TWD
1485
True Wealth Design
Ohio
$73.5K +$70.4K +1,039 +2,309%
PP
1486
PFS Partners
New Jersey
$72.7K +$813 +12 +1%
CAL
1487
Capital Analysts LLC
Pennsylvania
$72K -$190K -2,802 -73%
CNBTD
1488
Citizens National Bank Trust Department
Mississippi
$71.1K -$67.8K -1,000 -49%
TFM
1489
TFC Financial Management
Massachusetts
$70.5K -$7.93K -117 -10%
IHWM
1490
Iron Horse Wealth Management
Iowa
$69.4K -$22.3K -329 -24%
CAL
1491
Capital Advisors Ltd
Ohio
$69K +$22.6K +334 +49%
BP
1492
BNP Paribas
France
$67.8K -$40.7K -600 -38%
OCM
1493
Orion Capital Management
California
$67.8K -$13.6K -200 -17%
PCC
1494
Park Circle Company
Maryland
$67.8K – – –
AAP
1495
Arax Advisory Partners
Colorado
$67.5K -$105K -1,556 -61%
FNWA
1496
Financial Network Wealth Advisors
Utah
$67K +$19.6K +290 +41%
WWM
1497
Wolff Wiese Magana
California
$66.6K -$610 -9 -0.9%
CB
1498
CNB Bank
Pennsylvania
$65.7K -$3.05K -45 -4%
CHC
1499
City Holding Co
West Virginia
$65K – – –
C
1500
Covestor
United Kingdom
$65K -$1.62K -24 -2%
58 59
60
61 62