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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
BF
726
BOK Financial
Oklahoma
$1.03M -$1.59M -4,704 -62%
MNBTD
727
Moody National Bank Trust Division
Texas
$1.03M -$521K -1,542 -34%
PIM
728
Plato Investment Management
Australia
$1.03M -$101K -299 -9%
RDFA
729
Ritter Daniher Financial Advisory
Ohio
$1.02M -$98.7K -292 -9%
MCC
730
Money Concepts Capital
Florida
$1.02M +$79.4K +235 +9%
GLLW
731
Graves Light Lenhart Wealth
Virginia
$1.02M
WANY
732
Wealthspire Advisors (New York)
New York
$1.01M +$658K +1,948 +207%
AC
733
AlphaCore Capital
California
$999K +$601K +1,779 +166%
PCA
734
Pallas Capital Advisors
Massachusetts
$999K -$31.8K -94 -3%
FIA
735
Foundations Investment Advisors
Arizona
$997K +$53.7K +159 +6%
IAA
736
Independent Advisor Alliance
North Carolina
$995K -$35.8K -106 -4%
FAMI
737
Fideuram Asset Management (Ireland)
$994K +$859K +2,543 New
SFS
738
Sowell Financial Services
Arkansas
$994K +$562K +1,664 +142%
CAG
739
Cypress Advisory Group
Arizona
$992K
GBT
740
Grove Bank & Trust
Florida
$990K -$136K -403 -12%
IFWM
741
Institute for Wealth Management
Colorado
$990K -$2.7K -8 -0.3%
HI
742
Harbour Investments
Wisconsin
$988K +$385K +1,140 +68%
FRA
743
Frank Rimerman Advisors
California
$978K
LIA
744
LS Investment Advisors
Michigan
$970K -$129K -383 -12%
QCG
745
Quadrant Capital Group
Ohio
$970K -$3.38K -10 -0.4%
SRS
746
Strong Retirement Solutions
Washington
$970K +$935K +2,767 New
FNBOH
747
First National Bank of Hutchinson
Kansas
$962K +$928K +2,745 New
BCM
748
Brookstone Capital Management
Illinois
$962K +$238K +704 +35%
RSWM
749
Robertson Stephens Wealth Management
California
$957K +$1.01K +3 +0.1%
MWM
750
Mission Wealth Management
California
$952K -$54.4K -161 -6%