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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
TPCW
651
TD Private Client Wealth
New York
$1.39M +$313K +926 +30%
STA
652
Summit Trail Advisors
New York
$1.39M -$473K -1,400 -26%
BEI
653
Benjamin Edwards Inc
Missouri
$1.39M +$209K +618 +18%
GI
654
GAMMA Investing
California
$1.39M +$441K +1,304 +49%
ANTB
655
AMG National Trust Bank
Colorado
$1.39M +$8.79K +26 +0.7%
TAM
656
Tocqueville Asset Management
New York
$1.38M
CTA
657
Chesley Taft & Associates
Illinois
$1.37M +$34.5K +102 +3%
SMC
658
Smith, Moore & Co
Missouri
$1.37M -$2.03K -6 -0.2%
VFA
659
Valeo Financial Advisors
Indiana
$1.36M +$140K +415 +12%
SC
660
Stance Capital
Massachusetts
$1.36M +$1.31M +3,875 New
LFA
661
Legacy Financial Advisors
Kentucky
$1.34M +$453K +1,340 +54%
FFWA
662
FRG Family Wealth Advisors
Washington
$1.34M
CIC
663
Cornercap Investment Counsel
Georgia
$1.33M -$17.6K -52 -1%
FA
664
Fiduciary Alliance
South Carolina
$1.33M -$50K -148 -4%
BSB
665
Bangor Savings Bank
Maine
$1.33M -$202K -597 -14%
CTC
666
Cetera Trust Company
Minnesota
$1.32M -$162K -480 -11%
FFM
667
Forum Financial Management
Illinois
$1.32M +$269K +795 +27%
EI
668
EFG International
$1.31M +$1.26M +3,739 New
HA
669
Hofer & Associates
California
$1.31M +$676 +2 +0.1%
FPAS
670
Focus Partners Advisor Solutions
Missouri
$1.29M +$93.9K +278 +8%
XT
671
XTX Topco
Cayman Islands
$1.29M -$79.4K -235 -6%
OCAM
672
Onex Canada Asset Management
Ontario, Canada
$1.29M -$46.3K -137 -4%
CAM
673
Cidel Asset Management
Ontario, Canada
$1.29M +$91.9K +272 +8%
Twin Tree Management
674
Twin Tree Management
Texas
$1.28M +$1.24M +3,665 New
RBI
675
Raiffeisen Bank International
Austria
$1.27M -$53.1K -157 -4%