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Elevance Health

1,461 hedge funds and large institutions have $57B invested in Elevance Health in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 481 increasing their positions, 645 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $550M | Put options by funds: $291M

2.77% less ownership

Funds ownership: 91.04%88.27% (-2.8%)

6% less funds holding

Funds holding: 1,5521,461 (-91)

20% less capital invested

Capital invested by funds: $71B → $57B (-$14B)

25% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 645

32% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 206

35% less funds holding in top 10

Funds holding in top 10: 3120 (-11)

Holders
1,461
Holders Change
-91
Holders Change %
-5.86%
% of All Funds
18%
Holding in Top 10
20
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-35.48%
% of All Funds
0.25%
New
141
Increased
481
Reduced
645
Closed
206
Calls
$550M
Puts
$291M
Net Calls
+$259M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
651
Fiduciary Alliance
South Carolina
$1.13M -$53.6K -163 -4%
CFIA
652
Cantor Fitzgerald Investment Advisors
New York
$1.13M -$156K -475 -11%
FTWA
653
Fifth Third Wealth Advisors
Ohio
$1.13M +$105K +320 +9%
IIA
654
IPG Investment Advisors
California
$1.13M +$536K +1,632 +74%
TAM
655
Tocqueville Asset Management
New York
$1.12M -$35.2K -107 -3%
SS
656
Sunbelt Securities
Texas
$1.12M +$1.25M +3,808 +42,311%
CTC
657
Cetera Trust Company
Minnesota
$1.11M +$8.22K +25 +0.7%
Marshall Wace
658
Marshall Wace
United Kingdom
$1.11M +$1.25M +3,800 New
CFO
659
Callan Family Office
Pennsylvania
$1.11M -$513K -1,560 -29%
HA
660
Hofer & Associates
California
$1.11M +$13.1K +40 +1%
BEI
661
Benjamin Edwards Inc
Missouri
$1.1M -$73.3K -223 -6%
JIC
662
Johnson Investment Counsel
Ohio
$1.1M -$265K -805 -18%
WWM
663
Western Wealth Management
Colorado
$1.09M +$827K +2,516 +206%
CIA
664
Concurrent Investment Advisors
Florida
$1.09M +$131K +399 +12%
T
665
TOBAM
France
$1.09M -$1.28M -3,897 -51%
LSA
666
Leonteq Securities AG
Switzerland
$1.08M +$607K +1,846 +100%
BSB
667
Bangor Savings Bank
Maine
$1.08M -$30.9K -94 -2%
AC
668
AXQ Capital
New Jersey
$1.08M +$1.21M +3,687 New
TG
669
TCW Group
California
$1.07M -$395K -1,202 -25%
IAN
670
Integrated Advisors Network
Texas
$1.07M -$429K -1,304 -26%
CP
671
CenterBook Partners
Connecticut
$1.06M -$2.85M -8,686 -70%
GBT
672
Grove Bank & Trust
Florida
$1.05M +$253K +771 +27%
AI
673
Atom Investors
Texas
$1.05M +$1.18M +3,583 New
TCIIS
674
TIAA-CREF Individual & Institutional Services
New York
$1.05M +$1.18M +3,579 New
AA
675
Alesco Advisors
New York
$1.05M +$1.18M +3,576 New