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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
NW
751
NewEdge Wealth
Pennsylvania
$941K +$907K +2,684 New
BFC
752
Bedel Financial Consulting
Indiana
$939K +$144K +427 +19%
KF
753
Krilogy Financial
Missouri
$931K +$222K +657 +36%
WC
754
Whitney & Co
New York
$924K -$8.45K -25 -0.9%
HWA
755
Heritage Wealth Advisors
Virginia
$922K -$54.7K -162 -6%
Empower Advisory Group
756
Empower Advisory Group
Colorado
$920K -$60.2K -178 -6%
JSW
757
Journey Strategic Wealth
New Jersey
$916K -$42.6K -126 -5%
SC
758
Searle & Co
Connecticut
$914K
GIC
759
Generali Investments CEE
Czech Republic
$911K
MYIA
760
Mount Yale Investment Advisors
Colorado
$911K +$109K +322 +14%
TAM
761
Trust Asset Management
Texas
$906K -$35.8K -106 -4%
SC
762
Sapient Capital
Indiana
$900K -$314K -928 -26%
JIC
763
Joel Isaacson & Co
New York
$898K +$269K +796 +45%
GS
764
GTS Securities
New York
$895K +$495K +1,465 +135%
AWA
765
Aaron Wealth Advisors
Illinois
$894K +$98K +290 +13%
PC
766
Permanens Capital
New York
$893K +$860K +2,546 New
SWP
767
Stratos Wealth Partners
Ohio
$884K -$116K -344 -12%
PWP
768
Principle Wealth Partners
Connecticut
$876K
DAS
769
Diversify Advisory Services
Utah
$876K +$789K +2,336 New
ICM
770
Islay Capital Management
Texas
$867K +$835K +2,472 New
Capstone Investment Advisors
771
Capstone Investment Advisors
New York
$857K -$1.8M -5,334 -69%
SC
772
Syon Capital
California
$853K -$3.72K -11 -0.4%
CC
773
Chicago Capital
Illinois
$848K
SAM
774
Smithbridge Asset Management
Pennsylvania
$847K -$8.11K -24 -1%
IIL
775
Insight Inv LLC
California
$844K -$5.07K -15 -0.6%