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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
CHAM
976
Clear Harbor Asset Management
Connecticut
$335K -$667K -2,030 -64%
MFS
977
Mirabella Financial Services
United Kingdom
$335K +$376K +1,143 New
PWM
978
Perigon Wealth Management
California
$334K -$75.3K -229 -17%
EWM
979
Evermay Wealth Management
Virginia
$334K -$24K -73 -6%
BRWA
980
B. Riley Wealth Advisors
Florida
$332K -$9.2K -28 -2%
VCM
981
Versant Capital Management
Arizona
$330K +$241K +732 +185%
SAM
982
Smithbridge Asset Management
Pennsylvania
$329K -$425K -1,292 -53%
ECM
983
Evergreen Capital Management
Washington
$328K +$4.27K +13 +1%
TW
984
Tempo Wealth
Ohio
$328K +$1.97K +6 +0.5%
LFG
985
Larson Financial Group
Missouri
$327K -$97.3K -296 -21%
CPA
986
Cardiff Park Advisors
California
$327K
SWP
987
Sagespring Wealth Partners
Tennessee
$327K -$73.3K -223 -17%
BL
988
Balentine LLC
Georgia
$326K +$986 +3 +0.3%
HTC
989
Haverford Trust Company
Pennsylvania
$324K -$986 -3 -0.3%
HWMO
990
Heritage Wealth Management (Ohio)
Ohio
$324K -$29.6K -90 -8%
FCG
991
Fielder Capital Group
Tennessee
$323K -$37.1K -113 -9%
WH
992
Willner & Heller
California
$323K +$1.97K +6 +0.5%
PMA
993
Prudent Man Advisors
Illinois
$322K +$126K +382 +53%
TFIPS
994
Towarzystwo Funduszy Inwestycyjnych PZU SA
$317K -$64.7K -197 -15%
C1AG
995
Client 1st Advisory Group
Florida
$316K -$21K -64 -6%
FRM
996
Fox Run Management
Connecticut
$316K +$365K +1,110 New
MA
997
MCF Advisors
Kentucky
$316K +$11.5K +35 +3%
EI
998
Ellevest Inc
New York
$316K -$198K -603 -36%
PCA
999
Pallas Capital Advisors
Massachusetts
$316K -$582K -1,771 -62%
APC
1000
Aspire Private Capital
North Carolina
$313K -$15.1K -46 -4%