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CVS Health
CVS

Overview Fund Activity

1,730 hedge funds and large institutions have $72.1B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 279 funds opening new positions, 526 increasing their positions, 749 reducing their positions, and 167 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,730
Holders Change
+86
Holders Change %
+5.23%
% of All Funds
23.5%
Holding in Top 10
37
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+184.62%
% of All Funds
0.5%
New
279
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 %
NL
1701
NVWM LLC
Pennsylvania
$2.64K +$2.64K +39 New
BHWM
1702
Beaird Harris Wealth Management
Texas
$2.51K – – –
SIM
1703
Synergy Investment Management
Florida
$2.44K – – –
MSWA
1704
Marshall & Sterling Wealth Advisors
New York
$2.17K -$10.5K -155 -83%
TFA
1705
Transamerica Financial Advisors
Florida
$2K -$2.4K -24 -55%
GK
1706
Graney & King
New York
$1.96K – – –
RJA
1707
Ross\Johnson & Associates
Minnesota
$1.9K +$1.9K +28 New
FDCP
1708
Foster Dykema Cabot & Partners
Massachusetts
$1.83K – – –
PS
1709
PayPay Securities
Japan
$1.65K -$1.38K -20 -45%
TCM
1710
Tradewinds Capital Management
Washington
$1.56K – – –
RAM
1711
Riggs Asset Management
Pennsylvania
$1.36K +$407 +6 +43%
DWM
1712
Darwin Wealth Management
Florida
$1.3K – – –
RCM
1713
Raleigh Capital Management
North Carolina
$1.29K -$6.23K -92 -83%
BI
1714
Binnacle Investments
Iowa
$1.29K +$1.29K +19 New
NWMP
1715
Noble Wealth Management PBC
Colorado
$1.22K – – –
AFG
1716
Albion Financial Group
Utah
$1.15K – – –
BHWM
1717
Bay Harbor Wealth Management
Maryland
$1.15K +$1.15K +17 New
HHGA
1718
Halbert Hargrove Global Advisors
California
$1.02K +$1.02K +15 New
OCM
1719
Osterweis Capital Management
California
$1.02K +$1.02K +15 New
BMC
1720
Bear Mountain Capital
Washington
$987 +$987 +15 New
JSAM
1721
J. Safra Asset Management
New York
$881 -$203K -3,000 -100%
CAM
1722
Clarity Asset Management
Iowa
$821 – – –
GWM
1723
Guardian Wealth Management
Illinois
$769 -$1.16M -16,636 -100%
ACA
1724
American Capital Advisory
Idaho
$746 -$1.97K -29 -73%
PWM
1725
Parkworth Wealth Management
California
$610 +$271 +4 +80%
67 68
69
70 71