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Elevance Health

1,552 hedge funds and large institutions have $71B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 499 increasing their positions, 612 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $814M | Put options by funds: $530M

45% more first-time investments, than exits

New positions opened: 220 | Existing positions closed: 152

12% more capital invested

Capital invested by funds: $63.3B → $71B (+$7.7B)

4.02% more ownership

Funds ownership: 87.02%91.04% (+4%)

3% more funds holding

Funds holding: 1,5091,552 (+43)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

18% less repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 612

Holders
1,552
Holders Change
+43
Holders Change %
+2.85%
% of All Funds
18.89%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.38%
New
220
Increased
499
Reduced
612
Closed
152
Calls
$814M
Puts
$530M
Net Calls
+$283M
Net Calls Change
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
576
D.A. Davidson & Co
Montana
$1.97M +$78.1K +231 +4%
EARNEST Partners
577
EARNEST Partners
Georgia
$1.95M -$155K -458 -8%
HAG
578
HighPoint Advisor Group
Illinois
$1.93M +$325K +961 +21%
VIM
579
Vista Investment Management
Pennsylvania
$1.92M -$20.3K -60 -1%
PWM
580
Power Wealth Management
Georgia
$1.91M +$150K +443 +9%
CT
581
Coastline Trust
Rhode Island
$1.91M -$66.9K -198 -4%
CA
582
Commerzbank Aktiengesellschaft
Germany
$1.9M +$835K +2,471 +83%
CL
583
Choreo LLC
Illinois
$1.9M +$374K +1,107 +25%
CP
584
Castleview Partners
Texas
$1.9M -$418K -1,237 -19%
PCM
585
Palouse Capital Management
Washington
$1.89M -$235K -696 -11%
TFA
586
Toth Financial Advisory
Virginia
$1.89M +$15.5K +46 +0.9%
YIA
587
YHB Investment Advisors
Connecticut
$1.87M -$41.6K -123 -2%
CFO
588
Callan Family Office
Pennsylvania
$1.87M +$541K +1,601 +43%
EWA
589
EP Wealth Advisors
California
$1.87M +$1.8M +5,335 New
JSSH
590
J. Safra Sarasin Holding
$1.85M -$3.08M -9,116 -63%
ECM
591
Everence Capital Management
Indiana
$1.85M -$385K -1,138 -18%
SCA
592
Stonebridge Capital Advisors
Minnesota
$1.84M -$65.9K -195 -4%
TRCT
593
Tower Research Capital (TRC)
New York
$1.83M +$1.16M +3,420 +189%
O
594
Ossiam
France
$1.82M -$1.51M -4,455 -46%
LT
595
Legacy Trust
Michigan
$1.82M
NONA
596
Ninety One North America
New York
$1.8M +$1.74M +5,137 New
KIA
597
KCM Investment Advisors
California
$1.8M -$33.5K -99 -2%
JHCP
598
Jackson Hole Capital Partners
Oklahoma
$1.8M -$192K -569 -10%
WCBA
599
Weaver C. Barksdale & Associates
Tennessee
$1.8M +$256K +757 +17%
KMWM
600
Keudell/Morrison Wealth Management
Oregon
$1.76M +$1.7M +5,033 New