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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
OWA
801
Octavia Wealth Advisors
Ohio
$771K +$103K +306 +16%
FSA
802
Financial Security Advisor
Virginia
$765K -$29.4K -87 -4%
CI
803
Cigna Investments
Connecticut
$758K -$17.2K -51 -2%
TCM
804
Twin Capital Management
Pennsylvania
$756K -$19.9K -59 -3%
CM
805
Caption Management
Oklahoma
$754K -$338K -1,000 -32%
ACM
806
Aljian Capital Management
Nevada
$749K -$48K -142 -6%
RFC
807
Regions Financial Corp
Alabama
$745K +$33.8K +100 +5%
UB
808
UMB Bank
Missouri
$741K +$17.9K +53 +3%
USCWA
809
U.S. Capital Wealth Advisors
Texas
$741K +$240K +711 +51%
AIM
810
Acropolis Investment Management
Missouri
$739K -$133K -394 -16%
LMFP
811
Larry Mathis Financial Planning
Arizona
$736K +$710K +2,100 New
SEIA
812
Signature Estate & Investment Advisors
California
$734K -$80.4K -238 -10%
GVAG
813
Great Valley Advisor Group
Delaware
$734K -$47K -139 -6%
TCA
814
Transcend Capital Advisors
New Jersey
$732K +$144K +426 +26%
LIM
815
Longfellow Investment Management
Massachusetts
$731K +$2.7K +8 +0.4%
SFA
816
Souders Financial Advisors
Ohio
$729K -$38.9K -115 -5%
EFG
817
Everhart Financial Group
Ohio
$719K +$311K +920 +81%
RGC
818
Roberts, Glore & Co
Illinois
$718K -$49.3K -146 -7%
FMI
819
Frec Markets Inc
California
$718K +$692K +2,048 New
EWA
820
EverSource Wealth Advisors
Alabama
$702K -$21.3K -63 -3%
WPC
821
Wedmont Private Capital
Pennsylvania
$702K +$126K +373 +24%
CUAMC
822
China Universal Asset Management Company
China
$701K -$338K -1,000 -33%
GPA
823
Garrison Point Advisors
California
$701K
LI
824
LRI Investments
Florida
$701K +$106K +313 +19%
BCM
825
Barden Capital Management
Texas
$698K +$11.5K +34 +2%