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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
BL
1001
Balentine LLC
Georgia
$389K +$375K +1,111 New
HTC
1002
Haverford Trust Company
Pennsylvania
$389K +$1.01K +3 +0.3%
ECM
1003
Evergreen Capital Management
Washington
$388K +$46.6K +138 +14%
GWMR
1004
GC Wealth Management RIA
Massachusetts
$387K -$629K -1,860 -63%
HB
1005
Horizon Bancorp
Indiana
$387K -$79.8K -236 -18%
Los Angeles Capital Management
1006
Los Angeles Capital Management
California
$387K -$16.9K -50 -4%
RA
1007
Ransom Advisory
Rhode Island
$386K -$33.8K -100 -8%
GITFIT
1008
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$386K +$67.6K +200 +22%
WH
1009
Willner & Heller
California
$384K +$2.03K +6 +0.6%
PCP
1010
Perbak Capital Partners
United Kingdom
$384K +$370K +1,094 New
CAMG
1011
CWA Asset Management Group
Florida
$382K +$21K +62 +6%
MPM
1012
Meritage Portfolio Management
Kansas
$382K -$26K -77 -7%
KWMG
1013
King Wealth Management Group
Florida
$381K -$2.03K -6 -0.5%
GSEP
1014
Golden State Equity Partners
California
$380K -$538K -1,592 -59%
FLPIM
1015
F.L. Putnam Investment Management
Massachusetts
$380K -$587K -1,738 -62%
WS
1016
Wilian Securities
Minnesota
$379K +$365K +1,081 New
GFP
1017
Gryphon Financial Partners
Ohio
$379K +$25.3K +75 +7%
W
1018
Wealthquest
Ohio
$377K +$364K +1,076 New
GIM
1019
Generali Investments Management
Slovenia
$376K -$321K -950 -47%
NFA
1020
Northern Financial Advisors
Michigan
$374K -$217K -643 -38%
KCIC
1021
Kuhn & Co Investment Counsel
Illinois
$374K +$22.6K +67 +7%
SBF
1022
Sara-Bay Financial
Florida
$374K
HFS
1023
Hantz Financial Services
Michigan
$373K +$117K +347 +48%
WWM
1024
Whalen Wealth Management
Nevada
$373K
AFG
1025
Atomi Financial Group
New York
$372K +$59.5K +176 +20%