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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
WIA
626
Wealthedge Investment Advisors
New York
$1.58M -$1.33M -3,946 -47%
FPWM
627
FSB Premier Wealth Management
Iowa
$1.56M -$368K -1,088 -20%
PWW
628
Pettyjohn Wood & White
Virginia
$1.56M +$40.2K +119 +3%
BCWM
629
Bartlett & Co Wealth Management
Ohio
$1.55M
BC
630
Burney Company
Virginia
$1.54M -$449K -1,329 -23%
DFC
631
DB Fitzpatrick & Co
Idaho
$1.53M -$345K -1,022 -19%
GM
632
GeoWealth Management
Illinois
$1.52M -$221K -653 -13%
CFIA
633
Cantor Fitzgerald Investment Advisors
New York
$1.52M -$55.8K -165 -4%
LI
634
LMCG Investments
Massachusetts
$1.52M -$19.6K -58 -1%
4WM
635
44 Wealth Management
Oregon
$1.51M +$146K +433 +11%
CBA
636
Coastal Bridge Advisors
Connecticut
$1.5M -$12.5K -37 -0.9%
OA
637
Oak Associates
Ohio
$1.49M -$31.8K -94 -2%
BIG
638
Brooklyn Investment Group
New York
$1.48M +$693K +2,050 +93%
IB
639
Intrust Bank
Kansas
$1.46M +$264K +781 +23%
TCM
640
Tufton Capital Management
Maryland
$1.45M
AIM
641
Allen Investment Management
New York
$1.44M
RWA
642
River Wealth Advisors
Pennsylvania
$1.44M -$244K -723 -15%
MAS
643
Meeder Advisory Services
Ohio
$1.44M -$42.9K -127 -3%
SW
644
Solidarity Wealth
Utah
$1.43M +$1.38M +4,087 New
SOAM
645
SBI Okasan Asset Management
Japan
$1.43M +$1.39M +4,100 New
AWCI
646
Alpine Woods Capital Investors
New York
$1.43M -$269K -795 -16%
PS
647
Pensionfund Sabic
Netherlands
$1.42M
MSFS
648
Main Street Financial Solutions
Pennsylvania
$1.41M -$2.23M -6,588 -62%
CIA
649
Cape Investment Advisory
Georgia
$1.41M +$34.5K +102 +3%
WAM
650
Wakefield Asset Management
Colorado
$1.4M