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CVS Health
CVS

1,668 hedge funds and large institutions have $47.3B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 232 funds opening new positions, 370 increasing their positions, 930 reducing their positions, and 368 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $1.7B | Put options by funds: $1.38B

2.23% more ownership

Funds ownership: 81.08% → 83.3% (+2.2%)

9% less funds holding

Funds holding: 1,840 → 1,668 (-172)

26% less capital invested

Capital invested by funds: $64B → $47.3B (-$16.7B)

37% less first-time investments, than exits

New positions opened: 232 | Existing positions closed: 368

52% less funds holding in top 10

Funds holding in top 10: 27 → 13 (-14)

60% less repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 930

Holders
1,668
Holders Change
-172
Holders Change %
-9.35%
% of All Funds
21.97%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
232
Increased
370
Reduced
930
Closed
368
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$719M
2
DSA
Davis Selected Advisers
Arizona
+$618M
3
Dodge & Cox
Dodge & Cox
California
+$397M
4
Pzena Investment Management
Pzena Investment Management
New York
+$363M
5
Norges Bank
Norges Bank
Norway
+$239M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$263M
2
Bank of America
Bank of America
North Carolina
-$248M
3
Goldman Sachs
Goldman Sachs
New York
-$245M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$176M
5
SHCM
Sachem Head Capital Management
New York
-$162M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1876
iSAM Funds (UK)
United Kingdom
– -$274K -4,357 Closed
SWM
1877
Sterling Wealth Management
Illinois
– -$274K -4,356 Closed
ML
1878
McAdam LLC
Pennsylvania
– -$274K -4,354 Closed
OTPPB
1879
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$274K -4,351 Closed
EA
1880
Everpar Advisors
Oklahoma
– -$273K -4,338 Closed
APWM
1881
Argonautica Private Wealth Management
Massachusetts
– -$272K -4,326 Closed
BFWA
1882
Benchmark Financial Wealth Advisors
Florida
– -$268K -4,262 Closed
MFG
1883
MidWestOne Financial Group
Iowa
– -$268K -4,256 Closed
S
1884
Sunpointe
Missouri
– -$267K -4,244 Closed
WAS
1885
Wealth Advisory Solutions
Indiana
– -$266K -4,235 Closed
MSS
1886
Mitchell Sinkler & Starr
Pennsylvania
– -$266K -4,234 Closed
SA
1887
Strategic Advisors
New York
– -$266K -4,227 Closed
GFP
1888
Gryphon Financial Partners
Ohio
– -$264K -4,198 Closed
SFA
1889
Souders Financial Advisors
Ohio
– -$264K -4,191 Closed
NJIM
1890
Nabity-Jensen Investment Management
Nebraska
– -$263K -4,181 Closed
NCTC
1891
New Covenant Trust Company
Indiana
– -$256K -4,170 Closed
CWM
1892
Connecticut Wealth Management
Connecticut
– -$262K -4,161 Closed
RCG
1893
Regatta Capital Group
California
– -$261K -4,156 Closed
SQA
1894
Simon Quick Advisors
New Jersey
– -$261K -4,154 Closed
HTIM
1895
Harbour Trust & Investment Management
Indiana
– -$261K -4,150 Closed
PFA
1896
Petra Financial Advisors
Colorado
– -$261K -4,145 Closed
FA
1897
Fiducient Advisors
Illinois
– -$261K -4,144 Closed
SIG
1898
Sky Investment Group
Connecticut
– -$259K -4,115 Closed
OAS
1899
Optivise Advisory Services
Tennessee
– -$259K -4,112 Closed
HPM
1900
Hoxton Planning & Management
West Virginia
– -$258K -4,108 Closed
74 75
76
77 78

CVS Hedge Fund Activity: Q4 2024 in Review

1,668 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2024, worth a combined $47.3B — down 26% from $64B a quarter earlier.

Sellers outnumbered buyers: 368 funds closed out of CVS and 232 opened new positions — a net loss of 136 holders — while 930 trimmed existing stakes and 370 added.

The largest buyer was Capital World Investors, adding an estimated $719M. The largest seller was Morgan Stanley, cutting an estimated $263M.

  • 1,668 institutional investors held CVS Health (CVS) as of Q4 2024, down from 1,840 in Q3 2024.
  • Funds reported $47.3B of CVS Health stock for Q4 2024, down 26% quarter-over-quarter.
  • 232 funds opened new CVS Health positions in Q4 2024 and 368 closed out, a net change of -136 holders.
  • The largest CVS Health buyer in Q4 2024 was Capital World Investors, an estimated $719M added.
  • The largest CVS Health seller in Q4 2024 was Morgan Stanley, an estimated $263M sold.

Based on aggregated 13F filings for Q4 2024.