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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
23.51%
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
$1.27B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.59B
3
Capital World Investors
Capital World Investors
California
$4.63B
4
BlackRock
BlackRock
New York
$7.63B
5
ClearBridge Investments
ClearBridge Investments
New York
$575M

Top Sellers

1
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$527M
2
Lazard Asset Management
Lazard Asset Management
New York
$21.5M
3
Macquarie Group
Macquarie Group
Australia
$106M
4
SOMRS
State of Michigan Retirement System
Michigan
$27.7M
5
Franklin Resources
Franklin Resources
California
$522M
Name Holding Trade Value Shares
Change 		Shares
Change %
1C
1801
111 Capital
France
– -$790K -17,597 Closed
RGC
1802
Roberts, Glore & Co
Illinois
– -$647K -14,407 Closed
SC
1803
Shay Capital
New York
– -$641K -14,280 Closed
BFA
1804
Beacon Financial Advisory
Ohio
– -$632K -14,088 Closed
SI
1805
Symmetry Investments
Jersey
– -$612K -13,634 Closed
CCMIC
1806
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
– -$611K -13,605 Closed
I
1807
InceptionR
California
– -$602K -13,402 Closed
BMCM
1808
Black Maple Capital Management
Wisconsin
– -$584K -13,000 Closed
AIM
1809
Aigen Investment Management
New York
– -$557K -12,413 Closed
NL
1810
Navalign LLC
California
– -$549K -12,219 Closed
CD
1811
Chapin Davis
Maryland
– -$765K -12,163 Closed
BC
1812
Bridgefront Capital
Texas
– -$523K -11,644 Closed
JSSH
1813
J. Safra Sarasin Holding
– -$494K -11,000 Closed
TCM
1814
Teza Capital Management
Illinois
– -$481K -10,704 Closed
GCP
1815
GSA Capital Partners
United Kingdom
– -$449K -10,009 Closed
MCCP
1816
Mission Creek Capital Partners
California
– -$323K -9,995 Closed
UIM
1817
Unified Investment Management
Georgia
– -$432K -9,634 Closed
VCAM
1818
Van Cleef Asset Management
Ohio
– -$427K -9,504 Closed
AIS
1819
AM Investment Strategies
Tennessee
– -$423K -9,422 Closed
BDWCC
1820
B&D White Capital Company
Texas
– -$417K -9,300 Closed
OFG
1821
OmniStar Financial Group
North Carolina
– -$383K -8,534 Closed
ALAM
1822
Asahi Life Asset Management
Japan
– -$356K -7,930 Closed
IP
1823
Intellectus Partners
California
– -$347K -7,721 Closed
BDFN
1824
Bond & Devick Financial Network
Minnesota
– -$482K -7,669 Closed
WGC
1825
Watts Gwilliam & Co
Arizona
– -$334K -7,302 Closed
71 72
73
74 75