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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 %
BW
1101
BXM Wealth
Colorado
$313K +$313K +6,973 New
A
1102
AlphaQuest
New York
$313K -$995K -22,156 -76%
BIC
1103
Beach Investment Counsel
Pennsylvania
$312K -$123K -2,734 -28%
GAM
1104
Grandview Asset Management
Pennsylvania
$311K +$311K +6,935 New
FHA
1105
First Horizon Advisors
Tennessee
$310K -$90.8K -2,022 -23%
CCB
1106
Country Club Bank
Missouri
$309K -$2.49M -56,622 -89%
TW
1107
TrinityPoint Wealth
Connecticut
$307K -$2.65M -59,103 -90%
RIA
1108
Regal Investment Advisors
Michigan
$306K -$137K -3,052 -31%
HKIM
1109
Hayek Kallen Investment Management
Alabama
$306K -$560K -12,484 -65%
BSA
1110
Bull Street Advisors
Georgia
$306K -$2.24K -50 -0.7%
PWP
1111
Prasad Wealth Partners
Ohio
$306K +$306K +6,814 New
KIM
1112
Kestra Investment Management
Texas
$306K +$62.1K +1,384 +26%
LC
1113
Lindbrook Capital
California
$304K +$11.1K +248 +4%
WA
1114
WBH Advisory
Maryland
$303K -$43.3K -965 -12%
SWP
1115
Sagespring Wealth Partners
Tennessee
$303K +$303K +6,761 New
IAG
1116
Ipsen Advisor Group
Arkansas
$303K +$303K +6,756 New
RL
1117
Rogco LP
Oklahoma
$303K +$9.43K +210 +3%
FFB
1118
First Financial Bankshares
Texas
$300K -$71.6K -1,596 -19%
BFM
1119
Boothbay Fund Management
New York
$300K +$300K +6,688 New
CCG
1120
Ceeto Capital Group
Florida
$300K -$228K -5,083 -43%
HCP
1121
Hexagon Capital Partners
Arkansas
$300K +$63.3K +1,411 +27%
Boston Partners
1122
Boston Partners
Massachusetts
$299K -$32.4K -722 -10%
DWT
1123
Dorsey & Whitney Trust
South Dakota
$299K -$233K -5,195 -44%
WF
1124
Williams Financial
Vermont
$299K
OWA
1125
Octavia Wealth Advisors
Ohio
$298K -$98.2K -2,187 -25%