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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
PL
851
Plancorp LLC
Missouri
$642K +$72.7K +215 +13%
AO
852
Advisor OS
Illinois
$642K +$19.6K +58 +3%
Fuller & Thaler Asset Management
853
Fuller & Thaler Asset Management
California
$638K
EWM
854
Empirical Wealth Management
Washington
$636K -$11.8K -35 -2%
MCC
855
Malaga Cove Capital
California
$633K -$1.69K -5 -0.3%
SWM
856
Sendero Wealth Management
Texas
$629K -$2.03K -6 -0.3%
MMHP
857
Murphy Middleton Hinkle & Parker
Georgia
$625K +$5.73M +16,948 New
SMA
858
Sage Mountain Advisors
Georgia
$625K -$22.3K -66 -4%
TSS
859
Two Sigma Securities
New York
$625K +$602K +1,782 New
AWM
860
Axxcess Wealth Management
California
$619K +$130K +384 +28%
AG
861
ASO Group
$613K +$591K +1,748 New
CW
862
CreativeOne Wealth
Kansas
$612K +$60.2K +178 +11%
SFM
863
Systematic Financial Management
New Jersey
$612K +$62.5K +185 +12%
AF
864
Allworth Financial
California
$611K -$394K -1,167 -40%
BB
865
Busey Bank
Illinois
$610K +$3.38K +10 +0.6%
CNBT
866
Canandaigua National Bank & Trust
New York
$608K -$33.8K -100 -5%
MA
867
MJP Associates
Connecticut
$605K +$3.72K +11 +0.6%
BBHC
868
Brown Brothers Harriman & Co
New York
$604K +$136K +402 +30%
APW
869
Austin Private Wealth
Texas
$602K -$3.72K -11 -0.6%
FGWP
870
Founders Grove Wealth Partners
Virginia
$602K +$15.5K +46 +3%
I
871
InvesTrust
Oklahoma
$602K -$14.5K -43 -2%
CF
872
Centaurus Financial
California
$596K -$580K -1,716 -50%
IP
873
Indivisible Partners
Florida
$596K +$574K +1,700 New
BF
874
Brogan Financial
Tennessee
$594K +$2.7K +8 +0.5%
DA
875
Detalus Advisors
Missouri
$593K -$11.5K -34 -2%