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 %
EWM
876
Empirical Wealth Management
Washington
$416K -$115K -384 -22%
SYBT
877
Stock Yards Bank & Trust
Kentucky
$416K +$19.2K +64 +5%
SIMG
878
Sonora Investment Management Group
Arizona
$413K
GS
879
GTS Securities
New York
$413K -$188K -626 -31%
PPWP
880
Premier Path Wealth Partners
New Jersey
$413K +$21.9K +73 +6%
Bank Julius Baer & Co
881
Bank Julius Baer & Co
Switzerland
$413K +$413K +1,378 New
CAG
882
Crestwood Advisors Group
Massachusetts
$413K +$65.7K +219 +19%
ALAM
883
Asahi Life Asset Management
Japan
$411K -$54K -180 -12%
EFM
884
E Fund Management
China
$408K -$71.4K -238 -15%
FFM
885
Forum Financial Management
Illinois
$408K +$1.2K +4 +0.3%
MAG
886
M3 Advisory Group
Massachusetts
$407K -$5.7K -19 -1%
OPWM
887
Oregon Pacific Wealth Management
Oregon
$405K +$45K +150 +12%
MA
888
MJP Associates
Connecticut
$402K +$7.8K +26 +2%
FRA
889
Frank Rimerman Advisors
California
$402K -$40.5K -135 -9%
TWA
890
TCI Wealth Advisors
Arizona
$399K +$2.7K +9 +0.7%
PP
891
PDS Planning
Ohio
$397K +$38.1K +127 +11%
LFA
892
Legacy Financial Advisors
Kentucky
$397K -$376K -1,253 -49%
HHRDM
893
H&H Retirement Design & Management
Nevada
$395K -$4.97K -17 -1%
BFS
894
Burr Financial Services
California
$394K
CAG
895
Csenge Advisory Group
Florida
$394K -$1.17K -4 -0.3%
OWA
896
One Wealth Advisors
California
$393K -$58.5K -195 -13%
CG
897
CFO4Life Group
Texas
$392K +$599 +2 +0.2%
MAM
898
McLean Asset Management
Virginia
$390K +$6.99K +24 +2%
CNB
899
Camden National Bank
Maine
$387K -$66K -220 -15%
SFS
900
Security Financial Services
Indiana
$387K +$45K +150 +13%