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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
PMSA
951
Patrick M. Sweeney & Associates
Illinois
$454K
VA
952
Valmark Advisers
Ohio
$453K
Fisher Asset Management
953
Fisher Asset Management
Washington
$452K
AFC
954
Avise Financial Cooperative
California
$452K
DP
955
Dearborn Partners
Illinois
$449K
TFIPS
956
Towarzystwo Funduszy Inwestycyjnych PZU SA
$449K
NRC
957
New Republic Capital
North Carolina
$449K
JHC
958
J. Hagan Capital
Kentucky
$444K
KHCM
959
Kirtland Hills Capital Management
Ohio
$440K
PFS
960
Prospera Financial Services
Texas
$439K
SRC
961
Shufro Rose & Co
New York
$438K
AP
962
Americana Partners
Texas
$438K
WB
963
WesBanco Bank
West Virginia
$437K
WA
964
Waddell & Associates
Tennessee
$435K
DCM
965
Donaldson Capital Management
Indiana
$432K
WAG
966
Wheelhouse Advisory Group
Missouri
$431K
JF
967
Jump Financial
Illinois
$431K
MMA
968
Miracle Mile Advisors
California
$431K
LCGC
969
Legacy Capital Group California
California
$430K
BPCE
970
Bank Pictet & Cie (Europe)
Germany
$429K
SWA
971
Stratos Wealth Advisors
Ohio
$428K
WWM
972
Western Wealth Management
Colorado
$428K
SW
973
Simplicity Wealth
New Jersey
$428K
FCG
974
Fielder Capital Group
Tennessee
$426K
EWM
975
Evermay Wealth Management
Virginia
$426K