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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
CGL
901
Clarius Group LLC
Washington
$532K
MSWM
902
Mowery & Schoenfeld Wealth Management
Illinois
$530K
EHWM
903
Eads & Heald Wealth Management
Georgia
$529K
PL
904
Perpetual Ltd
Australia
$526K
FIA
905
FNY Investment Advisers
New York
$525K
AAS
906
Ameritas Advisory Services
Nebraska
$524K
II
907
Impact Investors
California
$524K
AWM
908
Avior Wealth Management
Nebraska
$522K
JIR
909
James Investment Research
Ohio
$522K
MGI
910
Miller Global Investments
Texas
$521K
RA
911
RFG Advisory
Alabama
$520K
OCA
912
OpenArc Corporate Advisory
Georgia
$518K
NCM
913
Narwhal Capital Management
Georgia
$518K
BOM
914
Bank of Marin
California
$512K
TNB
915
Thomasville National Bank
Georgia
$508K
CAG
916
Crestwood Advisors Group
Massachusetts
$505K
CRC
917
Curi RMB Capital
Illinois
$505K
LRIA
918
Leonard Rickey Investment Advisors
Washington
$502K
PFGIA
919
Patriot Financial Group Insurance Agency
Massachusetts
$502K
SCP
920
Sivia Capital Partners
California
$501K
JWCA
921
J.W. Cole Advisors
Florida
$501K
GWA
922
Gratus Wealth Advisors
Virginia
$500K
LFG
923
Larson Financial Group
Missouri
$496K
PTC
924
Private Trust Company
Ohio
$495K
OPWM
925
Oregon Pacific Wealth Management
Oregon
$493K