CVS Health
CVS
1,952 hedge funds and large institutions have $89.8B invested in CVS Health in 2025 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 704 increasing their positions, 724 reducing their positions, and 119 closing their positions.
131% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 119
14% more call options, than puts
Call options by funds: $1.79B | Put options by funds: $1.57B
9% more capital invested
Capital invested by funds: $82.5B → $89.8B (+$7.36B)
6% more funds holding
Funds holding: 1,838 → 1,952 (+114)
2.95% more ownership
Funds ownership: 86.24% → 89.19% (+3%)
3% less repeat investments, than reductions
Existing positions increased: 704 | Existing positions reduced: 724
19% less funds holding in top 10
Funds holding in top 10: 32 → 26 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$964M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$659M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$194M |
| 4 |
Holocene Advisors
New York
|
+$181M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$170M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
-$841M |
| 2 |
JP Morgan Chase
New York
|
-$321M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$288M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$271M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$183M |
CVS Hedge Fund Activity: Q4 2025 in Review
1,952 of the 8,284 institutional investors tracked by Wall St. Rank reported a position in CVS Health (CVS) for Q4 2025, worth a combined $89.8B — up 8.9% from $82.5B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new CVS positions and 119 closed out — a net gain of 156 holders — while 704 added to existing stakes and 724 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $964M. The largest seller was Dodge & Cox, cutting an estimated $841M.
- 1,952 institutional investors held CVS Health (CVS) as of Q4 2025, up from 1,838 in Q3 2025.
- Funds reported $89.8B of CVS Health stock for Q4 2025, up 8.9% quarter-over-quarter.
- 275 funds opened new CVS Health positions in Q4 2025 and 119 closed out, a net change of +156 holders.
- The largest CVS Health buyer in Q4 2025 was Wellington Management Group, an estimated $964M added.
- The largest CVS Health seller in Q4 2025 was Dodge & Cox, an estimated $841M sold.
Based on aggregated 13F filings for Q4 2025.