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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
BPCE
976
Bank Pictet & Cie (Europe)
Germany
$429K +$15.2K +45 +4%
SWA
977
Stratos Wealth Advisors
Ohio
$428K -$12.2K -36 -3%
WWM
978
Western Wealth Management
Colorado
$428K +$98.7K +292 +31%
SW
979
Simplicity Wealth
New Jersey
$428K +$68.6K +203 +20%
FCG
980
Fielder Capital Group
Tennessee
$426K +$10.1K +30 +3%
EWM
981
Evermay Wealth Management
Virginia
$426K -$24.3K -72 -6%
HW
982
HORAN Wealth
Ohio
$425K +$6.76K +20 +2%
SCI
983
Stableford Capital II
Arizona
$422K
HCMT
984
Highland Capital Management (Tennessee)
Tennessee
$421K
IAS
985
Insigneo Advisory Services
Florida
$420K -$2.7K -8 -0.7%
HWMO
986
Heritage Wealth Management (Ohio)
Ohio
$419K -$13.5K -40 -3%
BRWA
987
B. Riley Wealth Advisors
Florida
$419K +$5.07K +15 +1%
CIA
988
Capital Investment Advisors
Georgia
$419K +$90.2K +267 +29%
Federated Hermes
989
Federated Hermes
Pennsylvania
$418K -$16.9K -50 -4%
CI
990
Conning Inc
Connecticut
$415K -$48.3K -143 -11%
WAM
991
Weinberger Asset Management
California
$414K +$6.42K +19 +2%
MG
992
Marex Group
$410K -$112K -330 -22%
RCA
993
Resonant Capital Advisors
Wisconsin
$407K +$84.5K +250 +27%
MCM
994
Monarch Capital Management
Indiana
$404K
MC
995
Middleton & Co
Massachusetts
$403K -$127K -375 -25%
C1AG
996
Client 1st Advisory Group
Florida
$401K -$10.5K -31 -3%
DWA
997
Douglass Winthrop Advisors
New York
$394K -$5.75K -17 -1%
CPA
998
Cardiff Park Advisors
California
$392K
APC
999
Aspire Private Capital
North Carolina
$391K -$4.05K -12 -1%
TW
1000
Tempo Wealth
Ohio
$391K +$376K +1,114 New