CVS icon

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 %
SN
1451
Sittner & Nelson
Oregon
$27.2K -$58.9K -1,311 -68%
HI
1452
Hoey Investments
Pennsylvania
$26.9K -$8.98K -200 -25%
OP
1453
ORG Partners
Indiana
$26.5K -$269 -6 -1%
OA
1454
Operose Advisors
Wisconsin
$26.5K -$84.1K -1,873 -76%
PAG
1455
Paladin Advisory Group
Iowa
$25.8K
CPG
1456
Cornerstone Planning Group
New Jersey
$25.4K -$730 -13 -3%
FCT
1457
First Community Trust
Iowa
$25.2K
AWM
1458
AllSquare Wealth Management
New York
$24.7K
WBC
1459
West Branch Capital
Massachusetts
$24.2K -$404 -9 -2%
MIHAS
1460
Maj Invest Holding A/S
Denmark
$24K
WA
1461
Whipplewood Advisors
Colorado
$23.7K +$23.7K +529 New
VWA
1462
VSM Wealth Advisory
Maryland
$23.6K +$23.6K +525 New
HWM
1463
HighMark Wealth Management
Minnesota
$22.9K -$59.5K -1,324 -72%
CT
1464
Clearstead Trust
Maine
$22.4K
VWM
1465
Vermillion Wealth Management
Minnesota
$22.4K +$22.4K +500 New
PFA
1466
Pillar Financial Advisors
Kentucky
$22.4K +$22.4K +500 New
RDIA
1467
RE Dickinson Investment Advisors
Iowa
$22K
HWM
1468
Hemington Wealth Management
Virginia
$22K +$733 +17 +3%
CA
1469
Continuum Advisory
Idaho
$21.6K +$5.03K +112 +30%
BGA
1470
Battery Global Advisors
Massachusetts
$21.5K
EWP
1471
Elevation Wealth Partners
California
$21.1K +$3.14K +70 +18%
CJL
1472
Cyrus J. Lawrence
New York
$21K -$56.4K -1,305 -73%
GKIM
1473
GW&K Investment Management
Massachusetts
$21K -$9.42K -205 -31%
CP
1474
Castleview Partners
Texas
$20.8K +$3.23K +73 +18%
CBT
1475
CoreFirst Bank & Trust
Kansas
$20.6K