CVS icon

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 280 funds opening new positions, 526 increasing their positions, 748 reducing their positions, and 167 closing their positions.

Holders
1,730
Holders Change
+87
Holders Change %
+5.3%
% 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
280
Increased
526
Reduced
748
Closed
167
Calls
$2.18B
Puts
$2.05B
Net Calls
+$135M
Net Calls Change
-$187M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.27B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.59B
3
Capital World Investors
3
Capital World Investors
California
$4.63B
4
BlackRock
4
BlackRock
New York
$7.63B
5
ClearBridge Investments
5
ClearBridge Investments
New York
$575M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$527M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$21.5M
4
Macquarie Group
4
Macquarie Group
Australia
$106M
5
SOMRS
5
State of Michigan Retirement System
Michigan
$27.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.02B 118,335,394 +969,027 +0.8%
BlackRock
2
BlackRock
New York
$7.63B 112,593,476 +6,627,634 +6%
Dodge & Cox
3
Dodge & Cox
California
$4.98B 73,459,122 +3,353,223 +5%
Capital World Investors
4
Capital World Investors
California
$4.63B 68,398,405 +7,358,628 +12%
State Street
5
State Street
Massachusetts
$3.93B 57,988,171 +1,035,212 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.09B 30,893,511 +2,760,461 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$1.89B 27,959,409 +907,869 +3%
Capital International Investors
8
Capital International Investors
California
$1.77B 26,187,658 -478,743 -2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$1.59B 23,436,358 +9,541,880 +69%
Invesco
10
Invesco
Georgia
$1.38B 20,413,853 +2,375,764 +13%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.27B 18,726,297 +16,220,891 +647%
Morgan Stanley
12
Morgan Stanley
New York
$1.22B 17,933,629 +375,565 +2%
Pzena Investment Management
13
Pzena Investment Management
New York
$1.2B 17,682,374 -1,928,205 -10%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.04B 15,309,289 +1,942,886 +15%
Charles Schwab
15
Charles Schwab
California
$925M 13,647,873 +728,924 +6%
Northern Trust
16
Northern Trust
Illinois
$851M 12,555,958 +64,002 +0.5%
GCM
17
Glenview Capital Management
New York
$809M 11,946,799 – –
DSA
18
Davis Selected Advisers
Arizona
$782M 11,549,057 +163,107 +1%
Bank of America
19
Bank of America
North Carolina
$719M 10,616,259 +1,725,358 +19%
Legal & General Group
20
Legal & General Group
United Kingdom
$635M 9,379,160 +176,256 +2%
Goldman Sachs
21
Goldman Sachs
New York
$623M 9,191,050 +3,855,730 +72%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$608M 8,981,262 +183,813 +2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$578M 8,529,414 -122,129 -1%
ClearBridge Investments
24
ClearBridge Investments
New York
$575M 8,482,382 +4,085,261 +93%
UBS Group
25
UBS Group
Switzerland
$570M 8,405,917 -1,508,924 -15%
1
2 3 4 5