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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
IFU
751
iSAM Funds (UK)
United Kingdom
$788K +$375K +1,141 +74%
MWM
752
Mission Wealth Management
California
$784K -$12.5K -38 -1%
WAP
753
Wealthcare Advisory Partners
Pennsylvania
$783K -$123K -375 -12%
AWM
754
AE Wealth Management
Kansas
$774K -$137K -417 -14%
AAP
755
Arax Advisory Partners
Colorado
$769K -$1.25M -3,791 -59%
JSW
756
Journey Strategic Wealth
New Jersey
$766K +$1.31K +4 +0.2%
SC
757
Sapient Capital
Indiana
$765K +$10.2K +31 +1%
BFC
758
Bedel Financial Consulting
Indiana
$763K -$23K -70 -3%
FSA
759
Financial Security Advisor
Virginia
$763K +$140K +425 +19%
GIC
760
Generali Investments CEE
Czech Republic
$761K
WTB
761
Washington Trust Bank
Washington
$761K -$10.6M -32,191 -93%
TAM
762
Trust Asset Management
Texas
$756K
PWP
763
Principle Wealth Partners
Connecticut
$748K +$18.4K +56 +2%
WC
764
Whitney & Co
New York
$743K -$32.9K -100 -4%
SFS
765
Sowell Financial Services
Arkansas
$741K -$99.9K -304 -11%
EWM
766
Empirical Wealth Management
Washington
$726K +$219K +667 +37%
PA
767
Profund Advisors
Maryland
$722K -$377K -1,148 -32%
PFA
768
Pure Financial Advisors
California
$722K -$168K -510 -17%
SCA
769
Snowden Capital Advisors
New York
$721K +$23.7K +72 +3%
JIC
770
Joel Isaacson & Co
New York
$720K -$33.9K -103 -4%
Walleye Trading
771
Walleye Trading
New York
$719K +$59.8K +182 +8%
LIP
772
Lighthouse Investment Partners
Florida
$717K +$581K +1,769 +260%
HWA
773
Heritage Wealth Advisors
Virginia
$715K -$61.8K -188 -7%
CF
774
Convergence Financial
Missouri
$712K +$20.4K +62 +3%
BWP
775
Barlow Wealth Partners
Kentucky
$712K