CVS icon

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 %
ANBT
1576
American National Bank & Trust
Texas
$27.1K – – –
WTA
1577
Washington Trust Advisors
Massachusetts
$26.6K -$3.18K -47 -11%
SC
1578
Swan Capital
Florida
$26.6K +$10.2K +150 +62%
MHR
1579
Matthew Hamilton Rosenberg
$25.9K +$5.96K +88 +30%
W
1580
WealthCollab
Washington
$25.5K +$6.5K +96 +34%
Optiver Holding
1581
Optiver Holding
Netherlands
$25.3K -$151K -2,234 -86%
SR
1582
Syntax Research
Florida
$25.1K -$27.2K -401 -52%
CMA
1583
Cedar Mountain Advisors
Oregon
$25.1K – – –
SIM
1584
Studio Investment Management
Illinois
$24.7K -$394K -5,812 -94%
UIA
1585
Ulland Investment Advisors
Minnesota
$24K -$95.4K -1,435 -80%
GFL
1586
Granite FO LLC
New Hampshire
$23.7K – – –
HFS
1587
Horizon Financial Services
North Carolina
$23.7K +$1.69K +25 +8%
FWA
1588
Flagship Wealth Advisors
Massachusetts
$23.6K – – –
FWM
1589
FSA Wealth Management
Massachusetts
$23.3K +$68 +1 +0.3%
CAC
1590
Core Alternative Capital
Georgia
$23K -$7.05K -104 -23%
AS
1591
Altshuler Shaham
Israel
$22.4K -$7.86K -116 -26%
HWP
1592
Highline Wealth Partners
California
$22.2K +$11K +163 +99%
RS
1593
Rakuten Securities
Japan
$21.9K +$9.15K +135 +72%
PWMG
1594
Private Wealth Management Group
New Jersey
$21.4K -$9.55K -141 -31%
PP
1595
PrairieView Partners
Minnesota
$21K – – –
MLA
1596
MB, Levis & Associates
Pennsylvania
$20.8K +$203 +3 +1%
LWMI
1597
Legacy Wealth Management (Idaho)
Idaho
$20.5K – – –
CTA
1598
Colonial Trust Advisors
South Carolina
$20.3K -$1.9K -28 -9%
AT
1599
Arlington Trust
Alabama
$20.3K – – –
ITFISA
1600
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$20.3K +$20.3K +300 New
62 63
64
65 66