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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
IFU
901
iSAM Funds (UK)
United Kingdom
$544K -$835K -2,471 -61%
FPL
902
Fortress Private Ledger
North Carolina
$542K -$100K -297 -16%
VAG
903
VisionPoint Advisory Group
Texas
$541K -$86.2K -255 -14%
PE
904
PCM Encore
Colorado
$539K +$520K +1,538 New
CL
905
CVFG LLC
Indiana
$539K +$41.6K +123 +9%
CGL
906
Clarius Group LLC
Washington
$532K +$513K +1,517 New
MSWM
907
Mowery & Schoenfeld Wealth Management
Illinois
$530K
EHWM
908
Eads & Heald Wealth Management
Georgia
$529K +$93.6K +277 +23%
PL
909
Perpetual Ltd
Australia
$526K +$147K +435 +41%
FIA
910
FNY Investment Advisers
New York
$525K +$507K +1,500 New
AAS
911
Ameritas Advisory Services
Nebraska
$524K +$388K +1,148 +330%
II
912
Impact Investors
California
$524K -$56.8K -168 -10%
AWM
913
Avior Wealth Management
Nebraska
$522K +$65.9K +195 +15%
JIR
914
James Investment Research
Ohio
$522K -$92.3K -273 -16%
MGI
915
Miller Global Investments
Texas
$521K +$502K +1,485 New
RA
916
RFG Advisory
Alabama
$520K -$77.4K -229 -13%
OCA
917
OpenArc Corporate Advisory
Georgia
$518K +$500K +1,479 New
NCM
918
Narwhal Capital Management
Georgia
$518K
GHA
919
Good Harbor Advisors
Massachusetts
$518K +$499K +1,477 New
BOM
920
Bank of Marin
California
$512K
TNB
921
Thomasville National Bank
Georgia
$508K -$33.8K -100 -6%
CAG
922
Crestwood Advisors Group
Massachusetts
$505K +$129K +383 +36%
CRC
923
Curi RMB Capital
Illinois
$505K -$25.3K -75 -5%
LRIA
924
Leonard Rickey Investment Advisors
Washington
$502K +$25K +74 +5%
PFGIA
925
Patriot Financial Group Insurance Agency
Massachusetts
$502K -$1.02M -3,029 -68%