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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
AIP
826
Ameritas Investment Partners
Nebraska
$697K -$21.3K -63 -3%
SLI
827
Sumitomo Life Insurance
Japan
$697K +$7.43K +22 +1%
AC
828
Apella Capital
Connecticut
$696K +$1.01K +3 +0.2%
CCA
829
Checchi Capital Advisers
California
$691K -$50.7K -150 -7%
KCM
830
Kennedy Capital Management
Missouri
$691K -$2.37K -7 -0.4%
OFG
831
OmniStar Financial Group
North Carolina
$689K +$128K +378 +24%
PWMAG
832
Pinnacle Wealth Management Advisory Group
New Jersey
$688K +$71K +210 +12%
EFA
833
Englebert Financial Advisers
Pennsylvania
$687K +$663K +1,961 New
NP
834
Nilsine Partners
Colorado
$687K +$13.9K +41 +2%
MWP
835
Meriwether Wealth & Planning
Louisiana
$682K -$7.77K -23 -1%
EWA
836
Exencial Wealth Advisors
Oklahoma
$682K +$658K +1,946 New
PIA
837
Perennial Investment Advisors
California
$682K -$2.37K -7 -0.4%
FMB
838
Field & Main Bank
Kentucky
$678K +$132K +392 +25%
KFGK
839
Keystone Financial Group (Kentucky)
Kentucky
$674K +$92.9K +275 +17%
FMC
840
First Merchants Corp
Indiana
$671K
PP
841
PDS Planning
Ohio
$665K +$21K +62 +3%
LS
842
Livforsakringsbolaget Skandia
Sweden
$665K
FFG
843
Frisch Financial Group
New York
$662K +$2.7K +8 +0.4%
LAM
844
LOM Asset Management
$659K -$30.4K -90 -5%
CFM
845
Catalyst Funds Management
Australia
$659K +$635K +1,880 New
HHRDM
846
H&H Retirement Design & Management
Nevada
$657K
TFG
847
Taylor Financial Group
Virginia
$654K
LSA
848
Leonteq Securities AG
Switzerland
$650K -$341K -1,009 -35%
GC
849
Garde Capital
Washington
$649K
NGA
850
Naples Global Advisors
Florida
$647K -$57.1K -169 -8%