CVS Health
CVS
1,756 hedge funds and large institutions have $73.4B invested in CVS Health in 2025 Q1 according to their latest regulatory filings, with 278 funds opening new positions, 536 increasing their positions, 758 reducing their positions, and 170 closing their positions.
185% more funds holding in top 10
Funds holding in top 10: 13 → 37 (+24)
64% more first-time investments, than exits
New positions opened: 278 | Existing positions closed: 170
56% more capital invested
Capital invested by funds: $47.1B → $73.4B (+$26.3B)
5% more funds holding
Funds holding: 1,670 → 1,756 (+86)
2.64% more ownership
Funds ownership: 83.3% → 85.94% (+2.6%)
7% more call options, than puts
Call options by funds: $2.18B | Put options by funds: $2.05B
29% less repeat investments, than reductions
Existing positions increased: 536 | Existing positions reduced: 758
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$971M |
| 2 |
JP Morgan Chase
New York
|
+$571M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$440M |
| 4 |
BlackRock
New York
|
+$397M |
| 5 |
ClearBridge Investments
New York
|
+$244M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$309M |
| 2 |
Lazard Asset Management
New York
|
-$238M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$197M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$190M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$181M |
CVS Hedge Fund Activity: Q1 2025 in Review
1,756 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q1 2025, worth a combined $73.4B — up 56% from $47.1B a quarter earlier.
Buyers outnumbered sellers: 278 funds opened new CVS positions and 170 closed out — a net gain of 108 holders — while 536 added to existing stakes and 758 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $971M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $309M.
- 1,756 institutional investors held CVS Health (CVS) as of Q1 2025, up from 1,670 in Q4 2024.
- Funds reported $73.4B of CVS Health stock for Q1 2025, up 56% quarter-over-quarter.
- 278 funds opened new CVS Health positions in Q1 2025 and 170 closed out, a net change of +108 holders.
- The largest CVS Health buyer in Q1 2025 was Capital Research Global Investors, an estimated $971M added.
- The largest CVS Health seller in Q1 2025 was Hotchkis & Wiley Capital Management, an estimated $309M sold.
Based on aggregated 13F filings for Q1 2025.