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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 %
LWA
1526
Lowe Wealth Advisors
Maryland
$12.2K +$538 +12 +5%
WA
1527
WPG Advisers
Maryland
$12K +$12K +268 New
FFL
1528
Financial Freedom LLC
Ohio
$11.7K +$135 +3 +1%
PCFFS
1529
Pacific Center for Financial Services
California
$11.2K
AP
1530
Atwood & Palmer
Missouri
$11.2K -$224K -5,000 -95%
AWM
1531
Atticus Wealth Management
Florida
$11.2K
FGA
1532
Fortis Group Advisors
New Jersey
$11.2K
MCA
1533
Maryland Capital Advisors
Maryland
$11.1K -$1.35K -30 -11%
SAM
1534
Synergy Asset Management
Washington
$11K +$11K +175 New
CWM
1535
Centricity Wealth Management
Ohio
$11K +$11K +244 New
FLP
1536
Financial Life Planners
Arizona
$10.9K +$10.9K +243 New
SC
1537
Swan Capital
Florida
$10.9K
IWP
1538
IAG Wealth Partners
Wisconsin
$10.5K +$90 +2 +0.9%
CWM
1539
Consultiva Wealth Management
Puerto Rico
$9.97K +$9.97K +222 New
T
1540
Transce3nd
Texas
$9.96K +$9.96K +222 New
M
1541
MOTCO
Texas
$9.88K -$4.58K -102 -32%
PC
1542
Promus Capital
Illinois
$9.74K +$9.74K +217 New
UBP
1543
Union Bancaire Privee
Switzerland
$9.36K +$9.36K +213 New
BIA
1544
Bell Investment Advisors
California
$9.29K -$6.11K -136 -40%
EFP
1545
EnRich Financial Partners
Wisconsin
$9.29K
FFA
1546
Fairfield Financial Advisors
Massachusetts
$9.2K -$21.9K -488 -70%
RMP
1547
Richards, Merrill & Peterson
Washington
$9.16K +$9.16K +204 New
WFA
1548
West Financial Advisors
Iowa
$9.11K
APW
1549
Atlantic Private Wealth
North Carolina
$8.98K
1L
1550
10Elms LLP
Oklahoma
$8.98K +$8.98K +200 New