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Elevance Health

1,461 hedge funds and large institutions have $57B invested in Elevance Health in 2026 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 481 increasing their positions, 645 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more call options, than puts

Call options by funds: $550M | Put options by funds: $291M

2.77% less ownership

Funds ownership: 91.04%88.27% (-2.8%)

6% less funds holding

Funds holding: 1,5521,461 (-91)

20% less capital invested

Capital invested by funds: $71B → $57B (-$14B)

25% less repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 645

32% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 206

35% less funds holding in top 10

Funds holding in top 10: 3120 (-11)

Holders
1,461
Holders Change
-91
Holders Change %
-5.86%
% of All Funds
18%
Holding in Top 10
20
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-35.48%
% of All Funds
0.25%
New
141
Increased
481
Reduced
645
Closed
206
Calls
$550M
Puts
$291M
Net Calls
+$259M
Net Calls Change
-$24.2M
Name Holding Trade Value Shares
Change
Change in
Stake
IWAO
901
Independence Wealth Advisors (Ohio)
Ohio
$438K +$48.3K +147 +11%
TCWM
902
Total Clarity Wealth Management
Illinois
$434K +$487K +1,483 New
EHWM
903
Eads & Heald Wealth Management
Georgia
$433K -$9.2K -28 -2%
PC
904
Permanens Capital
New York
$433K -$351K -1,067 -42%
AG
905
Ascent Group
Virginia
$433K -$562K -1,710 -54%
NCM
906
Narwhal Capital Management
Georgia
$433K
GHA
907
Good Harbor Advisors
Massachusetts
$432K
VP
908
Verum Partners
North Carolina
$432K +$485K +1,476 New
MGI
909
Miller Global Investments
Texas
$431K -$4.6K -14 -0.9%
MMA
910
Miracle Mile Advisors
California
$429K +$77.9K +237 +19%
LRIA
911
Leonard Rickey Investment Advisors
Washington
$428K +$9.86K +30 +2%
BOM
912
Bank of Marin
California
$428K
BPCE
913
Bank Pictet & Cie (Europe)
Germany
$425K +$74.9K +228 +19%
JWCA
914
J.W. Cole Advisors
Florida
$422K -$66.4K -202 -12%
JCM
915
Jacobi Capital Management
Pennsylvania
$421K -$63.1K -192 -12%
PWMAG
916
Pinnacle Wealth Management Advisory Group
New Jersey
$417K -$177K -540 -28%
CRC
917
Curi RMB Capital
Illinois
$416K -$6.57K -20 -1%
SIC
918
Salem Investment Counselors
North Carolina
$413K +$33.2K +101 +8%
PFS
919
Prospera Financial Services
Texas
$413K +$51.9K +158 +13%
DIM
920
Delta Investment Management
California
$411K -$8.97M -27,287 -95%
CWM
921
Centurion Wealth Management
Virginia
$410K +$3.29K +10 +0.7%
HKIMG
922
Hutchens & Kramer Investment Management Group
Indiana
$409K +$2.63K +8 +0.6%
KF
923
Krilogy Financial
Missouri
$409K -$387K -1,176 -48%
HW
924
HORAN Wealth
Ohio
$408K -$1.64K -5 -0.4%
OPWM
925
Oregon Pacific Wealth Management
Oregon
$407K -$5.26K -16 -1%