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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$550M
Puts
$291M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
726
Octavia Wealth Advisors
Ohio
$851K
SAM
727
Smartleaf Asset Management
Massachusetts
$851K
GLLW
728
Graves Light Lenhart Wealth
Virginia
$850K
FFWA
729
FRG Family Wealth Advisors
Washington
$849K
AA
730
ALPS Advisors
Colorado
$847K
CFG
731
Citizens Financial Group
Rhode Island
$843K
IAA
732
Independent Advisor Alliance
North Carolina
$840K
MWP
733
Meriwether Wealth & Planning
Louisiana
$838K
AWM
734
Apollon Wealth Management
South Carolina
$829K
CAG
735
Cypress Advisory Group
Arizona
$828K
MCC
736
Malaga Cove Capital
California
$821K
PIMJS
737
PKO Investment Management Joint-Stock
Poland
$820K
FRA
738
Frank Rimerman Advisors
California
$817K
LMFP
739
Larry Mathis Financial Planning
Arizona
$817K
SWM
740
Sendero Wealth Management
Texas
$816K
JIR
741
James Investment Research
Ohio
$806K
RSWM
742
Robertson Stephens Wealth Management
California
$802K
SCTC
743
Sanibel Captiva Trust Company
Florida
$799K
IFWM
744
Institute for Wealth Management
Colorado
$797K
Empower Advisory Group
745
Empower Advisory Group
Colorado
$797K
NICM
746
Neo Ivy Capital Management
New York
$797K
Group One Trading
747
Group One Trading
Illinois
$792K
AWA
748
Aaron Wealth Advisors
Illinois
$792K
RDFA
749
Ritter Daniher Financial Advisory
Ohio
$791K
QCG
750
Quadrant Capital Group
Ohio
$790K