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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
CCA
801
Checchi Capital Advisers
California
$642K +$73K +222 +11%
RWM
802
Ritholtz Wealth Management
New York
$633K -$260K -790 -27%
HIP
803
HUB Investment Partners
Texas
$631K +$469K +1,428 +197%
IIL
804
Insight Inv LLC
California
$623K -$92.7K -282 -12%
S
805
SignatureFD
Georgia
$620K -$34.5K -105 -5%
CI
806
Cigna Investments
Connecticut
$617K -$18.7K -57 -3%
AWA
807
Arkadios Wealth Advisors
Georgia
$613K -$36.8K -112 -5%
MWM
808
Modern Wealth Management
Kansas
$612K -$91.4K -278 -12%
SEIA
809
Signature Estate & Investment Advisors
California
$610K -$3.29K -10 -0.5%
LIM
810
Longfellow Investment Management
Massachusetts
$610K
AIM
811
Acropolis Investment Management
Missouri
$609K -$9.86K -30 -1%
ACM
812
Aljian Capital Management
Nevada
$605K -$23.3K -71 -3%
CPIG
813
Chicago Partners Investment Group
Illinois
$603K +$351K +1,068 +139%
ET
814
Equitable Trust
Tennessee
$603K -$1.9M -5,790 -74%
RGC
815
Roberts, Glore & Co
Illinois
$603K +$3.29K +10 +0.5%
TFA
816
Tranquilli Financial Advisor
New Jersey
$602K +$139K +422 +26%
OA
817
Oak Associates
Ohio
$601K -$726K -2,210 -52%
KFSC
818
Keystone Financial Services (Colorado)
Colorado
$595K +$131K +400 +25%
SFA
819
Souders Financial Advisors
Ohio
$593K -$18.4K -56 -3%
EWA
820
EverSource Wealth Advisors
Alabama
$589K +$3.62K +11 +0.5%
WBC
821
Westpac Banking Corp
Australia
$586K -$71.3K -217 -10%
GPA
822
Garrison Point Advisors
California
$586K
USCWA
823
U.S. Capital Wealth Advisors
Texas
$584K -$38.8K -118 -6%
AIP
824
Ameritas Investment Partners
Nebraska
$582K
ICM
825
Islay Capital Management
Texas
$578K -$164K -499 -20%