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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
BP
926
Ballentine Partners
Massachusetts
$491K
AI
927
AdvisorShares Investments
Maryland
$491K
SWM
928
SeaCrest Wealth Management
New York
$491K
RIA
929
Richwood Investment Advisors
Ohio
$489K
HKIMG
930
Hutchens & Kramer Investment Management Group
Indiana
$487K
CWM
931
Centurion Wealth Management
Virginia
$487K
CWS
932
Confluence Wealth Services
Pennsylvania
$486K
CWM
933
Centric Wealth Management
Illinois
$484K
PI
934
PFG Investments
New York
$482K
PWM
935
Perigon Wealth Management
California
$481K
UFA
936
Unify Financial Advisors
Florida
$479K
SIP
937
Stoneridge Investment Partners
Pennsylvania
$474K
VDC
938
Van Diest Capital
Iowa
$473K
IWAO
939
Independence Wealth Advisors (Ohio)
Ohio
$473K
HWMG
940
Hurlow Wealth Management Group
Indiana
$472K
SWP
941
Sagespring Wealth Partners
Tennessee
$470K
THCM
942
Taylor Hoffman Capital Management
Virginia
$469K
HR
943
Hardy Reed
Mississippi
$468K
DJSG
944
D.J. St. Germain
Massachusetts
$468K
NAM
945
NorthCrest Asset Manangement
Minnesota
$467K
SIC
946
Salem Investment Counselors
North Carolina
$459K
FB
947
Finward Bancorp
Indiana
$457K
Dodge & Cox
948
Dodge & Cox
California
$456K
PCIA
949
Prime Capital Investment Advisors
Kansas
$456K
NW
950
Naviter Wealth
Arkansas
$454K