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CVS Health

1,834 hedge funds and large institutions have $82.5B invested in CVS Health in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 668 increasing their positions, 724 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 212 | Existing positions closed: 109

21% more call options, than puts

Call options by funds: $2.26B | Put options by funds: $1.88B

8% more capital invested

Capital invested by funds: $76.4B → $82.5B (+$6.1B)

4% more funds holding

Funds holding: 1,7571,834 (+77)

0.49% less ownership

Funds ownership: 86.73%86.23% (-0.49%)

8% less repeat investments, than reductions

Existing positions increased: 668 | Existing positions reduced: 724

3% less funds holding in top 10

Funds holding in top 10: 3332 (-1)

Holders
1,834
Holders Change
+77
Holders Change %
+4.38%
% of All Funds
24.07%
Holding in Top 10
32
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.03%
% of All Funds
0.42%
New
212
Increased
668
Reduced
724
Closed
109
Calls
$2.26B
Puts
$1.88B
Net Calls
+$385M
Net Calls Change
+$41.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$9.03B -$195M -2,850,536 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.96B -$104M -1,514,025 -1%
Dodge & Cox
3
Dodge & Cox
California
$5.52B -$7.69M -112,180 -0.2%
Capital World Investors
4
Capital World Investors
California
$5.16B +$97.3M +1,419,575 +2%
State Street
5
State Street
Massachusetts
$4.44B +$10.3M +149,701 +0.3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$3.27B -$156M -2,274,969 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.66B +$576M +8,398,255 +31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.18B +$24.2M +352,532 +1%
Capital International Investors
9
Capital International Investors
California
$2.01B +$20.7M +302,499 +1%
Invesco
10
Invesco
Georgia
$1.83B +$52.1M +760,579 +3%
Morgan Stanley
11
Morgan Stanley
New York
$1.44B +$127M +1,845,978 +11%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.31B +$53.8M +784,591 +5%
Pzena Investment Management
13
Pzena Investment Management
New York
$1.19B -$61.8M -901,881 -5%
Charles Schwab
14
Charles Schwab
California
$1.05B +$10.8M +157,157 +1%
Northern Trust
15
Northern Trust
Illinois
$918M -$214K -3,129 -0%
Capital Research Global Investors
16
Capital Research Global Investors
California
$865M +$154M +2,253,531 +24%
DSA
17
Davis Selected Advisers
Arizona
$860M -$12.6M -183,149 -2%
Bank of America
18
Bank of America
North Carolina
$782M +$42.2M +615,392 +6%
Legal & General Group
19
Legal & General Group
United Kingdom
$699M +$20.2M +294,891 +3%
ClearBridge Investments
20
ClearBridge Investments
New York
$681M -$6.67M -97,384 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$643M -$8.37M -122,098 -1%
Ameriprise
22
Ameriprise
Minnesota
$637M +$40.6M +592,575 +8%
GCM
23
Glenview Capital Management
New York
$618M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$604M +$2.17M +31,705 +0.4%
UBS AM
25
UBS AM
Illinois
$597M -$99.5M -1,452,125 -15%

CVS Hedge Fund Activity: Q3 2025 in Review

1,834 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q3 2025, worth a combined $82.5B — up 8% from $76.4B a quarter earlier.

Buyers outnumbered sellers: 212 funds opened new CVS positions and 109 closed out — a net gain of 103 holders — while 668 added to existing stakes and 724 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $576M. The largest seller was Citadel Advisors, cutting an estimated $340M.

  • 1,834 institutional investors held CVS Health (CVS) as of Q3 2025, up from 1,757 in Q2 2025.
  • Funds reported $82.5B of CVS Health stock for Q3 2025, up 8% quarter-over-quarter.
  • 212 funds opened new CVS Health positions in Q3 2025 and 109 closed out, a net change of +103 holders.
  • The largest CVS Health buyer in Q3 2025 was JP Morgan Chase, an estimated $576M added.
  • The largest CVS Health seller in Q3 2025 was Citadel Advisors, an estimated $340M sold.

Based on aggregated 13F filings for Q3 2025.