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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 %
TCM
1626
Tradewinds Capital Management
Washington
$1.03K
NWMP
1627
Noble Wealth Management PBC
Colorado
$808 +$808 +18 New
AFG
1628
Albion Financial Group
Utah
$764 +$764 +17 New
WA
1629
WestEnd Advisors
North Carolina
$763 +$135 +3 +21%
CJ
1630
Caitlin John
Michigan
$673
TPW
1631
Talon Private Wealth
Florida
$628
PWA
1632
Principia Wealth Advisory
Texas
$628 +$628 +14 New
RAM
1633
Riggs Asset Management
Pennsylvania
$616 -$5.72K -130 -90%
CSWM
1634
Cassady Schiller Wealth Management
Ohio
$539 -$3.95K -88 -88%
CIM
1635
Contravisory Investment Management
Massachusetts
$539 +$539 +12 New
CAM
1636
Clarity Asset Management
Iowa
$538
DP
1637
Denver PWM
Colorado
$405 +$405 +9 New
HIMS
1638
Hager Investment Management Services
New Hampshire
$359 +$359 +8 New
NS
1639
NBC Securities
Alabama
$321 -$345K -7,528 -100%
FG
1640
Fairman Group
Pennsylvania
$224
PWM
1641
Parkworth Wealth Management
California
$224 +$224 +5 New
AWM
1642
Activest Wealth Management
Florida
$180 +$180 +4 New
BFPW
1643
BOK Financial Private Wealth
Colorado
$135 -$4.37K -97 -97%
KIG
1644
Kessler Investment Group
Indiana
$90
WAG
1645
Wiser Advisor Group
Arizona
$48 -$35.7K -744 -100%
RFG
1646
REAP Financial Group
Texas
$4
RDFA
1647
Ritter Daniher Financial Advisory
Ohio
$4 -$5
TCIM
1648
TOMS Capital Investment Management
New York
-$122M -1,940,000 Closed
TP
1649
Third Point
New York
-$99M -1,575,000 Closed
MMA
1650
Mizuho Markets Americas
New York
-$87.8M -1,396,464 Closed