We are live on ! Find out more
ELV icon

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
William Blair & Company
601
William Blair & Company
Illinois
$1.76M -$391K -1,158 -19%
GT
602
Greenleaf Trust
Michigan
$1.76M -$82.5K -244 -5%
IAN
603
Integrated Advisors Network
Texas
$1.74M +$448K +1,325 +37%
PCM
604
Prelude Capital Management
New York
$1.72M +$1.66M +4,918 New
WETS
605
Wealth Enhancement Trust Services
South Dakota
$1.72M +$1.66M +4,908 New
SC
606
Savant Capital
Illinois
$1.71M +$84.1K +249 +5%
TG
607
TCW Group
California
$1.71M +$1.65M +4,870 New
GHA
608
Granite Harbor Advisors
Texas
$1.7M +$136K +401 +9%
BTI
609
Blue Trust Inc
Georgia
$1.69M -$44.6K -132 -3%
TCPW
610
Twin City Private Wealth
North Carolina
$1.67M +$97.7K +289 +6%
FAM
611
Fulcrum Asset Management
United Kingdom
$1.67M -$47.6K -141 -3%
CFWMA
612
Center for Wealth Management Advisory
Ohio
$1.66M +$1.6M +4,739 New
GRP
613
Global Retirement Partners
California
$1.66M +$315K +932 +25%
HCM
614
Howard Capital Management
Georgia
$1.66M +$900K +2,664 +129%
MW
615
Maia Wealth
Colorado
$1.66M -$221K -653 -12%
B
616
Bailard
California
$1.65M +$214K +632 +15%
TS
617
Triglav Skladi
Slovenia
$1.61M -$135K -400 -8%
CWA
618
Crux Wealth Advisors
California
$1.6M -$5.75K -17 -0.4%
JIC
619
Johnson Investment Counsel
Ohio
$1.59M -$36.2K -107 -2%
VAS
620
Vestmark Advisory Solutions
Massachusetts
$1.59M +$391K +1,157 +34%
Lido Advisors
621
Lido Advisors
California
$1.58M +$172K +510 +12%
ASN
622
Advisory Services Network
Georgia
$1.58M -$646K -1,912 -30%
UCI
623
Uncommon Cents Investing
Wisconsin
$1.58M +$52.4K +155 +4%
BFA
624
Bragg Financial Advisors
North Carolina
$1.58M
PL
625
Polianta Ltd
Jersey
$1.58M