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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 %
IHWM
1376
Iron Horse Wealth Management
Iowa
$60.7K
FFA
1377
Frazier Financial Advisors
Ohio
$60K +$1.19K +27 +2%
HNB
1378
Hilltop National Bank
Wyoming
$59.8K
WAM
1379
WFA Asset Management
Wisconsin
$59.4K -$13.3K -297 -18%
MSG
1380
Main Street Group
Virginia
$59.3K +$12.7K +284 +27%
PSB
1381
Piscataqua Savings Bank
New Hampshire
$59.3K -$684K -15,231 -92%
HWA
1382
HHM Wealth Advisors
Tennessee
$58.6K -$13.2K -294 -18%
BBPWM
1383
Blue Bell Private Wealth Management
Pennsylvania
$57.6K -$1.57K -35 -3%
GWSG
1384
GPS Wealth Strategies Group
Colorado
$57.5K -$5.52K -123 -9%
CIA
1385
Cape Investment Advisory
Georgia
$57.2K +$20.3K +452 +55%
JFGIW
1386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.5K -$146K -2,556 -72%
MFC
1387
Mechanics Financial Corp
Ohio
$56.5K -$66.9K -1,490 -54%
CAS
1388
Coppell Advisory Solutions
Texas
$56.3K +$8.31K +189 +17%
CWP
1389
Concord Wealth Partners
Virginia
$54.8K -$42.5K -946 -44%
OCM
1390
Orion Capital Management
California
$53.9K +$53.9K +1,200 New
AAG
1391
Armstrong Advisory Group
Massachusetts
$53.7K
SCM
1392
Silvant Capital Management
Georgia
$52.5K
DMIC
1393
Dixon Mitchell Investment Counsel
British Columbia, Canada
$52.4K +$14.6K +326 +39%
CMP
1394
Coston McIsaac & Partners
Maine
$52K +$356 +8 +0.7%
TFM
1395
TFC Financial Management
Massachusetts
$51.9K -$5.3K -118 -9%
CYG
1396
Clean Yield Group
Vermont
$51.2K -$2.25K -50 -4%
BCWM
1397
Ball & Co Wealth Management
Tennessee
$49K +$49K +1,101 New
RA
1398
Rise Advisors
New York
$48.7K -$3.73K -83 -7%
ACA
1399
Atlas Capital Advisors
Wyoming
$48.5K -$26.9K -600 -36%
GJIA
1400
Glass Jacobson Investment Advisors
Maryland
$48.2K -$6.6K -147 -12%