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Elevance Health

1,535 hedge funds and large institutions have $70.9B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 497 increasing their positions, 608 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

2% more funds holding

Funds holding: 1,5021,535 (+33)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

18% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 608

Holders
1,535
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$814M
Puts
$530M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFG
826
OmniStar Financial Group
North Carolina
$689K
PWMAG
827
Pinnacle Wealth Management Advisory Group
New Jersey
$688K
EFA
828
Englebert Financial Advisers
Pennsylvania
$687K
NP
829
Nilsine Partners
Colorado
$687K
MWP
830
Meriwether Wealth & Planning
Louisiana
$682K
EWA
831
Exencial Wealth Advisors
Oklahoma
$682K
PIA
832
Perennial Investment Advisors
California
$682K
FMB
833
Field & Main Bank
Kentucky
$678K
KFGK
834
Keystone Financial Group (Kentucky)
Kentucky
$674K
FMC
835
First Merchants Corp
Indiana
$671K
PP
836
PDS Planning
Ohio
$665K
LS
837
Livforsakringsbolaget Skandia
Sweden
$665K
FFG
838
Frisch Financial Group
New York
$662K
LAM
839
LOM Asset Management
$659K
CFM
840
Catalyst Funds Management
Australia
$659K
HHRDM
841
H&H Retirement Design & Management
Nevada
$657K
TFG
842
Taylor Financial Group
Virginia
$654K
LSA
843
Leonteq Securities AG
Switzerland
$650K
GC
844
Garde Capital
Washington
$649K
NGA
845
Naples Global Advisors
Florida
$647K
PL
846
Plancorp LLC
Missouri
$642K
AO
847
Advisor OS
Illinois
$642K
Fuller & Thaler Asset Management
848
Fuller & Thaler Asset Management
California
$638K
EWM
849
Empirical Wealth Management
Washington
$636K
MCC
850
Malaga Cove Capital
California
$633K