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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
SWM
851
Sendero Wealth Management
Texas
$629K
MMHP
852
Murphy Middleton Hinkle & Parker
Georgia
$625K
SMA
853
Sage Mountain Advisors
Georgia
$625K
TSS
854
Two Sigma Securities
New York
$625K
AWM
855
Axxcess Wealth Management
California
$619K
AG
856
ASO Group
$613K
CW
857
CreativeOne Wealth
Kansas
$612K
SFM
858
Systematic Financial Management
New Jersey
$612K
AF
859
Allworth Financial
California
$611K
BB
860
Busey Bank
Illinois
$610K
CNBT
861
Canandaigua National Bank & Trust
New York
$608K
MA
862
MJP Associates
Connecticut
$605K
BBHC
863
Brown Brothers Harriman & Co
New York
$604K
APW
864
Austin Private Wealth
Texas
$602K
FGWP
865
Founders Grove Wealth Partners
Virginia
$602K
I
866
InvesTrust
Oklahoma
$602K
CF
867
Centaurus Financial
California
$596K
IP
868
Indivisible Partners
Florida
$596K
BF
869
Brogan Financial
Tennessee
$594K
DA
870
Detalus Advisors
Missouri
$593K
LTAS
871
Linden Thomas Advisory Services
North Carolina
$593K
EI
872
Ellevest Inc
New York
$590K
BMCM
873
Burns Matteson Capital Management
New York
$586K
WA
874
Wealth Alliance
New York
$580K
SOS
875
Silver Oak Securities
Tennessee
$578K