1,326 hedge funds and large institutions have $55.1B invested in Cencora in 2025 Q2 according to their latest regulatory filings, with 168 funds opening new positions, 493 increasing their positions, 468 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,326
Holders Change
+50
Holders Change %
+3.92%
% of All Funds
17.77%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.28%
New
168
Increased
493
Reduced
468
Closed
92
Calls
$1.37B
Puts
$863M
Net Calls
+$510M
Net Calls Change
+$171M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
726
Cutler Investment Counsel
Oregon
$735K
C1AG
727
Client 1st Advisory Group
Florida
$733K -$2.1K -7 -0.3%
EWM
728
Evercore Wealth Management
New York
$732K
CG
729
Clifford Group
Massachusetts
$727K -$9.89K -33 -1%
QWM
730
Quadcap Wealth Management
Texas
$722K +$10.8K +36 +2%
JCM
731
J2 Capital Management
Michigan
$717K -$101K -337 -12%
PGFC
732
Peapack-Gladstone Financial Corp
New Jersey
$715K -$162K -539 -18%
PMG
733
ProVise Management Group
Florida
$708K -$55.5K -185 -7%
CFG
734
Citizens Financial Group
Rhode Island
$707K +$141K +471 +25%
CWG
735
Cornerstone Wealth Group
North Carolina
$705K +$21.3K +71 +3%
RC
736
Rexford Capital
Texas
$704K +$704K +2,347 New
CGL
737
Clarius Group LLC
Washington
$702K -$25.2K -84 -3%
TCPW
738
Twin City Private Wealth
North Carolina
$697K -$153K -509 -18%
PWM
739
Perigon Wealth Management
California
$696K +$18.9K +63 +3%
MPM
740
Meritage Portfolio Management
Kansas
$695K -$11.7K -39 -2%
FAM
741
Fairtree Asset Management
South Africa
$692K +$153K +510 +28%
EWA
742
EP Wealth Advisors
California
$692K -$195K -650 -22%
JCIA
743
Jackson Creek Investment Advisors
Colorado
$690K -$3.9K -13 -0.6%
SACTSONJ
744
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$690K
BRWA
745
B. Riley Wealth Advisors
Florida
$686K +$686K +2,289 New
JSW
746
Journey Strategic Wealth
New Jersey
$686K +$424K +1,413 +161%
BEAM
747
Baker Ellis Asset Management
Washington
$684K
VFA
748
Valeo Financial Advisors
Indiana
$681K +$39K +130 +6%
KWM
749
KFG Wealth Management
Indiana
$679K +$28.8K +96 +4%
FIA
750
Foundations Investment Advisors
Arizona
$679K -$225K -750 -25%