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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 %
CCB
1826
Country Club Bank
Missouri
– -$309K -7,023 Closed
RL
1827
Rogco LP
Oklahoma
– -$303K -6,752 Closed
BFM
1828
Boothbay Fund Management
New York
– -$300K -6,688 Closed
Boston Partners
1829
Boston Partners
Massachusetts
– -$299K -6,669 Closed
OP
1830
Oldfield Partners
United Kingdom
– -$278K -6,200 Closed
DRD
1831
Dennis R. Delaney
– -$276K -6,150 Closed
SBIA
1832
Sheaff Brock Investment Advisors
Indiana
– -$270K -6,007 Closed
MIM
1833
Morningstar Investment Management
Illinois
– -$267K -5,956 Closed
MYIA
1834
Mount Yale Investment Advisors
Colorado
– -$266K -5,915 Closed
AIA
1835
Angeles Investment Advisors
California
– -$256K -5,706 Closed
GCM
1836
Greenland Capital Management
New York
– -$253K -5,644 Closed
WP
1837
WMS Partners
Maryland
– -$251K -5,587 Closed
CFGS
1838
Concourse Financial Group Securities
Alabama
– -$294K -5,553 Closed
AWG
1839
Altus Wealth Group
Colorado
– -$247K -5,501 Closed
CIC
1840
Carnegie Investment Counsel
Ohio
– -$237K -5,283 Closed
GAG
1841
GM Advisory Group
New York
– -$236K -5,265 Closed
DA
1842
Doliver Advisors
Texas
– -$230K -5,126 Closed
MCA
1843
MSH Capital Advisors
Arizona
– -$218K -4,853 Closed
LWL
1844
Leo Wealth LLC
Texas
– -$258K -4,847 Closed
LG
1845
LaFleur & Godfrey
Michigan
– -$217K -4,836 Closed
JWM
1846
Jeppson Wealth Management
California
– -$217K -4,832 Closed
PCM
1847
Polymer Capital Management
New York
– -$207K -4,608 Closed
T
1848
TOBAM
France
– -$195K -4,348 Closed
CFG
1849
CKW Financial Group
Hawaii
– -$162K -3,600 Closed
HCA
1850
Heck Capital Advisors
Wisconsin
– -$153K -3,403 Closed
72 73
74
75 76