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CVS Health

1,644 hedge funds and large institutions have $47.2B invested in CVS Health in 2024 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 363 increasing their positions, 924 reducing their positions, and 366 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,644
Holders Change
-177
Holders Change %
-9.72%
% of All Funds
21.88%
Holding in Top 10
13
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-51.85%
% of All Funds
0.17%
New
225
Increased
363
Reduced
924
Closed
366
Calls
$1.7B
Puts
$1.38B
Net Calls
+$322M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
1026
Waterloo Capital
Texas
$397K -$10.6K -236 -3%
AWA
1027
Aaron Wealth Advisors
Illinois
$396K -$179K -3,994 -31%
FNT
1028
First National Trust
Pennsylvania
$395K -$116K -2,577 -23%
WT
1029
Washington Trust
Rhode Island
$395K -$86.8K -1,934 -18%
MW
1030
Marcum Wealth
Ohio
$392K +$57.6K +1,283 +17%
HVIA
1031
Hudson Valley Investment Advisors
New York
$391K -$101K -2,243 -20%
VCM
1032
Voleon Capital Management
California
$388K +$388K +8,634 New
OFG
1033
OmniStar Financial Group
North Carolina
$383K -$122K -2,724 -24%
CWC
1034
Carolinas Wealth Consulting
North Carolina
$383K -$2.16K -48 -0.6%
CIP
1035
Convergence Investment Partners
Florida
$379K -$204K -4,539 -35%
FSA
1036
Fort Sheridan Advisors
Illinois
$379K -$8.98K -200 -2%
RBI
1037
Raiffeisen Bank International
Austria
$377K +$377K +8,580 New
AWAG
1038
ARS Wealth Advisors Group
Florida
$377K -$2.25K -50 -0.6%
CWM
1039
Compass Wealth Management
Connecticut
$376K -$146K -3,247 -28%
LSA
1040
Lion Street Advisors
Texas
$376K +$58.1K +1,295 +18%
FWM
1041
Forza Wealth Management
Florida
$373K -$85.7K -1,909 -19%
GPA
1042
Garrison Point Advisors
California
$373K
BTI
1043
Blue Trust Inc
Georgia
$372K -$62.2K -1,386 -14%
Fayez Sarofim & Co
1044
Fayez Sarofim & Co
Texas
$371K -$53.9K -1,200 -13%
SIA
1045
Strategic Investment Advisors
Michigan
$371K -$20.5K -456 -5%
NSB
1046
Norway Savings Bank
Maine
$371K -$401K -8,934 -52%
RA
1047
RFG Advisory
Alabama
$371K -$177K -3,941 -32%
CI
1048
Conning Inc
Connecticut
$371K -$5.07K -113 -1%
SRC
1049
Shufro Rose & Co
New York
$369K -$8.17K -182 -2%
SFI
1050
SPC Financial Inc
Maryland
$369K -$174K -3,868 -32%