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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
RA
826
RFG Advisory
Alabama
$575K +$158K +482 +33%
UB
827
UMB Bank
Missouri
$566K -$58.5K -178 -8%
CWS
828
Cypress Wealth Services
California
$564K +$633K +1,926 New
EFM
829
E Fund Management
China
$562K +$631K +1,919 New
LI
830
LRI Investments
Florida
$561K -$27.6K -84 -4%
FMC
831
First Merchants Corp
Indiana
$560K
LA
832
Lifeworks Advisors
Michigan
$560K +$97.9K +298 +18%
SMH
833
Sanders Morris Harris
Texas
$556K +$624K +1,900 New
FFG
834
Frisch Financial Group
New York
$556K +$3.62K +11 +0.6%
LS
835
Livforsakringsbolaget Skandia
Sweden
$555K
KCM
836
Kennedy Capital Management
Missouri
$553K -$27.3K -83 -4%
NFA
837
Northern Financial Advisors
Michigan
$550K +$266K +810 +76%
EC
838
EntryPoint Capital
New York
$549K +$617K +1,876 New
FMB
839
Field & Main Bank
Kentucky
$544K -$25K -76 -4%
AIM
840
Axiom Investment Management
New York
$542K +$609K +1,853 New
GC
841
Garde Capital
Washington
$542K
NGA
842
Naples Global Advisors
Florida
$542K +$1.64K +5 +0.3%
Fisher Asset Management
843
Fisher Asset Management
Washington
$541K +$183K +556 +43%
WSFS
844
Wilmington Savings Fund Society
Delaware
$540K +$73.9K +225 +14%
IP
845
Indivisible Partners
Florida
$538K +$45.4K +138 +8%
EWA
846
Exencial Wealth Advisors
Oklahoma
$537K -$36.8K -112 -6%
PIA
847
Perennial Investment Advisors
California
$535K -$38.8K -118 -6%
Fuller & Thaler Asset Management
848
Fuller & Thaler Asset Management
California
$533K +$329 +1 +0.1%
PP
849
PDS Planning
Ohio
$527K -$31.9K -97 -5%
CWM
850
Centric Wealth Management
Illinois
$521K -$5.26K -16 -1%