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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
NP
926
Nilsine Partners
Colorado
$407K -$269K -817 -42%
PI
927
PFG Investments
New York
$406K +$4.27K +13 +0.9%
CAG
928
Crestwood Advisors Group
Massachusetts
$405K -$18.4K -56 -4%
CF
929
Centaurus Financial
California
$403K -$106K -322 -19%
TSS
930
Two Sigma Securities
New York
$400K -$136K -415 -23%
EPW
931
Evolve Private Wealth
California
$395K -$97.9K -298 -18%
HWMG
932
Hurlow Wealth Management Group
Indiana
$395K +$657 +2 +0.1%
RIA
933
Richwood Investment Advisors
Ohio
$394K -$31.2K -95 -7%
CWS
934
Confluence Wealth Services
Pennsylvania
$394K -$13.5K -41 -3%
AWM
935
Avior Wealth Management
Nebraska
$394K -$47.3K -144 -10%
GWA
936
Gratus Wealth Advisors
Virginia
$393K -$27.3K -83 -6%
THCM
937
Taylor Hoffman Capital Management
Virginia
$391K -$986 -3 -0.2%
AFC
938
Avise Financial Cooperative
California
$391K +$15.8K +48 +4%
PTC
939
Private Trust Company
Ohio
$390K -$26.3K -80 -6%
GVAG
940
Great Valley Advisor Group
Delaware
$390K -$251K -764 -36%
DJSG
941
D.J. St. Germain
Massachusetts
$388K -$2.96K -9 -0.7%
EFG
942
Everhart Financial Group
Ohio
$386K -$241K -733 -36%
IC
943
Inscription Capital
Texas
$384K +$432K +1,313 New
GWP
944
Gateway Wealth Partners
Wisconsin
$384K +$431K +1,311 New
PMSA
945
Patrick M. Sweeney & Associates
Illinois
$383K +$4.93K +15 +1%
FB
946
Finward Bancorp
Indiana
$381K
WFS
947
Walker Financial Services
Kentucky
$381K +$428K +1,302 New
Dodge & Cox
948
Dodge & Cox
California
$381K
NAM
949
NorthCrest Asset Manangement
Minnesota
$379K -$7.89K -24 -2%
VA
950
Valmark Advisers
Ohio
$378K