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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
OWA
726
Octavia Wealth Advisors
Ohio
$851K +$232K +706 +32%
SAM
727
Smartleaf Asset Management
Massachusetts
$851K -$34.5K -105 -3%
GLLW
728
Graves Light Lenhart Wealth
Virginia
$850K +$329 +1 +0%
FFWA
729
FRG Family Wealth Advisors
Washington
$849K -$299K -910 -24%
AA
730
ALPS Advisors
Colorado
$847K -$64.1K -195 -6%
CFG
731
Citizens Financial Group
Rhode Island
$843K -$149K -454 -14%
IAA
732
Independent Advisor Alliance
North Carolina
$840K +$9.53K +29 +1%
MWP
733
Meriwether Wealth & Planning
Louisiana
$838K +$301K +916 +47%
AWM
734
Apollon Wealth Management
South Carolina
$829K -$192K -584 -17%
CAG
735
Cypress Advisory Group
Arizona
$828K
MCC
736
Malaga Cove Capital
California
$821K +$328K +999 +55%
PIMJS
737
PKO Investment Management Joint-Stock
Poland
$820K -$230K -700 -20%
FRA
738
Frank Rimerman Advisors
California
$817K
LMFP
739
Larry Mathis Financial Planning
Arizona
$817K +$227K +690 +33%
SWM
740
Sendero Wealth Management
Texas
$816K +$327K +995 +55%
JIR
741
James Investment Research
Ohio
$806K +$415K +1,264 +85%
RSWM
742
Robertson Stephens Wealth Management
California
$802K +$3.29K +10 +0.4%
SCTC
743
Sanibel Captiva Trust Company
Florida
$799K +$138K +420 +18%
IFWM
744
Institute for Wealth Management
Colorado
$797K -$32.9K -100 -4%
Empower Advisory Group
745
Empower Advisory Group
Colorado
$797K +$32.2K +98 +4%
NICM
746
Neo Ivy Capital Management
New York
$797K +$895K +2,722 New
Group One Trading
747
Group One Trading
Illinois
$792K -$1.32M -4,031 -60%
AWA
748
Aaron Wealth Advisors
Illinois
$792K +$50.6K +154 +6%
RDFA
749
Ritter Daniher Financial Advisory
Ohio
$791K -$68K -207 -7%
QCG
750
Quadrant Capital Group
Ohio
$790K -$22K -67 -2%