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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
LTAS
876
Linden Thomas Advisory Services
North Carolina
$593K -$24K -71 -4%
EI
877
Ellevest Inc
New York
$590K -$12.5K -37 -2%
BMCM
878
Burns Matteson Capital Management
New York
$586K +$565K +1,672 New
WA
879
Wealth Alliance
New York
$580K +$21.3K +63 +4%
SOS
880
Silver Oak Securities
Tennessee
$578K +$2.7K +8 +0.5%
CGPCS
881
Capital Group Private Client Services
California
$578K -$976K -2,887 -64%
EPW
882
Evolve Private Wealth
California
$578K +$557K +1,648 New
CI
883
CX Institutional
Indiana
$577K -$5.65M -16,720 -91%
VC
884
Vestor Capital
Illinois
$577K -$335K -990 -42%
RA
885
Ruggaard & Associates
Ohio
$576K
1SB
886
1ST Source Bank
Indiana
$572K -$25.3K -75 -4%
TFA
887
Tranquilli Financial Advisor
New Jersey
$572K +$16.2K +48 +3%
KFSC
888
Keystone Financial Services (Colorado)
Colorado
$572K -$102K -302 -16%
JCM
889
Jacobi Capital Management
Pennsylvania
$572K -$42.6K -126 -7%
KCM
890
Kathmere Capital Management
Pennsylvania
$571K +$52K +154 +10%
WSFS
891
Wilmington Savings Fund Society
Delaware
$568K -$50.7K -150 -8%
LA
892
Lifeworks Advisors
Michigan
$566K +$48.7K +144 +10%
VT
893
Volterra Technologies
New York
$565K +$382K +1,131 +236%
CCFM
894
Clear Creek Financial Management
Washington
$556K +$111K +328 +26%
RWM
895
Revisor Wealth Management
Ohio
$554K +$240K +709 +87%
GKWIM
896
Gerber Kawasaki Wealth & Investment Management
California
$554K +$54.4K +161 +11%
FCP
897
Fidelis Capital Partners
Florida
$553K +$5.07K +15 +1%
GT
898
Glenview Trust
Kentucky
$553K +$2.03K +6 +0.4%
Parallax Volatility Advisers
899
Parallax Volatility Advisers
California
$552K +$533K +1,576 New
SPC
900
Sigma Planning Corp
Michigan
$551K -$30.4K -90 -5%