1,216 hedge funds and large institutions have $43.5B invested in Cencora in 2024 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 473 increasing their positions, 390 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+66
Holders Change %
+5.74%
% of All Funds
16.19%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
177
Increased
473
Reduced
390
Closed
90
Calls
$1.2B
Puts
$924M
Net Calls
+$273M
Net Calls Change
-$594M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1176
Copia Wealth Management
Oregon
$4.49K +$4.49K +20 New
FMP
1177
Financial Management Professionals
Texas
$4.27K +$899 +4 +27%
ACA
1178
American Capital Advisory
Idaho
$3.6K
RWM
1179
Ruedi Wealth Management
Illinois
$3.37K
HWA
1180
Heritage Wealth Advisors
Virginia
$3.37K +$674 +3 +25%
JGIA
1181
Jackson Grant Investment Advisers
Connecticut
$3.15K
FMTCOCP
1182
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K
TFM
1183
TFC Financial Management
Massachusetts
$2.7K
PWA
1184
Provenance Wealth Advisors
Florida
$2.7K
RI
1185
Ridgewood Investments
New Jersey
$2.25K
TC
1186
Tacita Capital
Ontario, Canada
$2.25K
NRG
1187
Nemes Rush Group
Michigan
$2.02K +$2.02K +9 New
TWD
1188
True Wealth Design
Ohio
$1.8K +$225 +1 +14%
AP
1189
Aspect Partners
Virginia
$1.57K +$449 +2 +40%
PWA
1190
Principia Wealth Advisory
Texas
$1.57K +$1.57K +7 New
HWP
1191
Highline Wealth Partners
California
$1.35K +$899 +4 +200%
CF
1192
Conquis Financial
California
$1.35K +$1.35K +6 New
CAWM
1193
Capital A Wealth Management
Pennsylvania
$1.35K +$1.35K +6 New
NS
1194
NBC Securities
Alabama
$1.34K -$1.52M -5,675 -100%
VWA
1195
Valued Wealth Advisors
Utah
$1.14K
LDB
1196
Lee, Danner & Bass
Tennessee
$1.12K +$1.12K +5 New
PMAM
1197
Picton Mahoney Asset Management
Ontario, Canada
$1K
LIS
1198
Legacy Investment Solutions
Idaho
$992
LWMI
1199
Legacy Wealth Management (Idaho)
Idaho
$992
TFA
1200
Toth Financial Advisory
Virginia
$906