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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
OCAM
676
Onex Canada Asset Management
Ontario, Canada
$1.04M -$40.8K -124 -3%
RWA
677
River Wealth Advisors
Pennsylvania
$1.04M -$179K -544 -13%
IAS
678
IMA Advisory Services
Colorado
$1.03M -$12.8K -39 -1%
KCM
679
Kornitzer Capital Management
Kansas
$1.03M
ACA
680
Atlas Capital Advisors
Wyoming
$1.03M
DWT
681
Dorsey & Whitney Trust
South Dakota
$1.02M -$6.57K -20 -0.6%
LFA
682
Legacy Financial Advisors
Kentucky
$1.02M -$105K -319 -8%
MCCA
683
Mill Creek Capital Advisors
Pennsylvania
$1.02M +$1.14M +3,474 New
SG
684
Sienna Gestion
France
$1.02M -$4.98M -15,145 -81%
SC
685
SummitTX Capital
Texas
$1.01M -$25M -76,058 -96%
HI
686
Harbour Investments
Wisconsin
$1M +$199K +607 +22%
IIM
687
Intact Investment Management
Quebec, Canada
$987K
MMPW
688
Mitchell McLeod Pugh & Williams
Alabama
$977K -$6.25K -19 -0.6%
EFS
689
Essex Financial Services
Connecticut
$975K -$49.6K -151 -4%
PA
690
Pinnacle Associates
New York
$969K -$87.8K -267 -7%
VCM
691
Voleon Capital Management
California
$965K -$9.16M -27,882 -89%
IB
692
Intrust Bank
Kansas
$962K -$287K -873 -21%
CL
693
CSS LLC
Illinois
$958K +$332K +1,010 +45%
MYIA
694
Mount Yale Investment Advisors
Colorado
$955K +$217K +661 +25%
TCA
695
Transcend Capital Advisors
New Jersey
$953K +$384K +1,169 +56%
DWM
696
Diversify Wealth Management
Utah
$952K +$831K +2,527 New
IC
697
Inkwell Capital
Florida
$949K -$7.56K -23 -0.7%
MNBTD
698
Moody National Bank Trust Division
Texas
$944K +$95.3K +290 +10%
BCM
699
Brookstone Capital Management
Illinois
$943K +$156K +476 +17%
IWC
700
Integrated Wealth Concepts
Massachusetts
$942K +$300K +912 +40%