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
AG
701
Ascent Group
Virginia
$1.12M -$63.5K -188 -6%
CAG
702
Csenge Advisory Group
Florida
$1.12M -$2.03K -6 -0.2%
TAM
703
Todd Asset Management
Kentucky
$1.12M
CHAM
704
Clear Harbor Asset Management
Connecticut
$1.11M -$413K -1,222 -28%
ClearBridge Investments
705
ClearBridge Investments
New York
$1.11M -$20.3K -60 -2%
KIA
706
Knollwood Investment Advisory
Maryland
$1.1M
PBK
707
Peoples Bank (Kansas)
Kansas
$1.1M -$22K -65 -2%
MK
708
MASTERINVEST Kapitalanlage
$1.1M -$980K -2,899 -48%
TBC
709
Tweedy, Browne Co
Connecticut
$1.1M +$146K +432 +16%
GSB
710
Greenfield Savings Bank
Massachusetts
$1.1M -$64.5K -191 -6%
LIM
711
Leavell Investment Management
Alabama
$1.1M +$13.2K +39 +1%
SL
712
Sentry LLC
Tennessee
$1.1M
WA
713
Wealth Architects
California
$1.09M +$3.04K +9 +0.3%
AA
714
ALPS Advisors
Colorado
$1.08M +$3.38K +10 +0.3%
DCM
715
DGS Capital Management
New Jersey
$1.08M +$51K +151 +5%
SAM
716
Smartleaf Asset Management
Massachusetts
$1.08M +$203K +601 +24%
SYBT
717
Stock Yards Bank & Trust
Kentucky
$1.08M -$85.5K -253 -8%
AWM
718
AE Wealth Management
Kansas
$1.07M +$158K +468 +18%
WAP
719
Wealthcare Advisory Partners
Pennsylvania
$1.07M -$152K -450 -13%
OPTFSNA
720
Old Point Trust & Financial Services N A
Virginia
$1.05M +$38.9K +115 +4%
AF
721
Aviso Financial
Ontario, Canada
$1.05M +$1.01M +2,994 New
MIM
722
Merrion Investment Management
New Jersey
$1.04M +$1.01M +2,975 New
PFA
723
Pure Financial Advisors
California
$1.04M +$93.6K +277 +10%
SFFS
724
Stonehage Fleming Financial Services
Jersey
$1.04M
RWM
725
Ritholtz Wealth Management
New York
$1.04M -$60.8K -180 -6%