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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
SCP
926
Sivia Capital Partners
California
$501K +$115K +340 +31%
JWCA
927
J.W. Cole Advisors
Florida
$501K -$203K -600 -27%
GWA
928
Gratus Wealth Advisors
Virginia
$500K -$67.6K -200 -12%
LFG
929
Larson Financial Group
Missouri
$496K +$213K +630 +80%
PTC
930
Private Trust Company
Ohio
$495K -$42.9K -127 -8%
OPWM
931
Oregon Pacific Wealth Management
Oregon
$493K -$17.2K -51 -3%
BP
932
Ballentine Partners
Massachusetts
$491K +$1.35K +4 +0.3%
AI
933
AdvisorShares Investments
Maryland
$491K +$473K +1,400 New
SWM
934
SeaCrest Wealth Management
New York
$491K -$18.6K -55 -4%
RIA
935
Richwood Investment Advisors
Ohio
$489K -$33.8K -100 -6%
HKIMG
936
Hutchens & Kramer Investment Management Group
Indiana
$487K
CWM
937
Centurion Wealth Management
Virginia
$487K +$12.5K +37 +3%
CWS
938
Confluence Wealth Services
Pennsylvania
$486K +$21K +62 +5%
CWM
939
Centric Wealth Management
Illinois
$484K
PI
940
PFG Investments
New York
$482K -$19.3K -57 -4%
PWM
941
Perigon Wealth Management
California
$481K +$9.8K +29 +2%
UFA
942
Unify Financial Advisors
Florida
$479K +$462K +1,366 New
SIP
943
Stoneridge Investment Partners
Pennsylvania
$474K +$457K +1,353 New
VDC
944
Van Diest Capital
Iowa
$473K +$456K +1,349 New
IWAO
945
Independence Wealth Advisors (Ohio)
Ohio
$473K +$456K +1,348 New
HWMG
946
Hurlow Wealth Management Group
Indiana
$472K +$21K +62 +5%
SWP
947
Sagespring Wealth Partners
Tennessee
$470K +$56.8K +168 +14%
THCM
948
Taylor Hoffman Capital Management
Virginia
$469K -$4.39K -13 -1%
HR
949
Hardy Reed
Mississippi
$468K +$4.39K +13 +1%
DJSG
950
D.J. St. Germain
Massachusetts
$468K