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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
KCIC
1001
Kuhn & Co Investment Counsel
Illinois
$312K
GWMR
1002
GC Wealth Management RIA
Massachusetts
$312K -$12.5K -38 -3%
WWM
1003
Whalen Wealth Management
Nevada
$311K
CIM
1004
CIM Investment Management
Pennsylvania
$307K -$1.64K -5 -0.5%
KWMG
1005
King Wealth Management Group
Florida
$306K -$13.5K -41 -4%
FPAS
1006
Focus Partners Advisor Solutions
Missouri
$306K -$866K -2,634 -71%
PWM
1007
Pines Wealth Management
North Carolina
$305K -$3.29K -10 -1%
HHCP
1008
Hilton Head Capital Partners
South Carolina
$305K
KFG
1009
Kelly Financial Group
Connecticut
$304K
IBOK
1010
Independence Bank of Kentucky
Kentucky
$304K -$2.63K -8 -0.8%
TFA
1011
Transamerica Financial Advisors
Florida
$304K +$29.9K +91 +10%
RBC
1012
Romano Brothers & Co
Illinois
$303K
CI
1013
Conning Inc
Connecticut
$302K -$50.3K -153 -13%
FWTB
1014
First Western Trust Bank
Colorado
$301K +$32.9K +100 +11%
BP
1015
Ballentine Partners
Massachusetts
$301K -$123K -374 -27%
DWA
1016
Douglass Winthrop Advisors
New York
$300K -$32.9K -100 -9%
CF
1017
Claris Financial
Virginia
$300K +$986 +3 +0.3%
NI
1018
Natural Investments
California
$297K -$986 -3 -0.3%
DSC
1019
Daytona Street Capital
Missouri
$297K +$329K +1,000 New
SAI
1020
Savvy Advisors Inc
New York
$297K +$11.2K +34 +3%
MT
1021
Midwest Trust
Kansas
$295K +$35.8K +109 +12%
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$293K -$2.96K -9 -0.9%
GFP
1023
Gryphon Financial Partners
Ohio
$293K -$26.9K -82 -8%
PPWP
1024
Premier Path Wealth Partners
New Jersey
$291K +$47.3K +144 +17%
W
1025
Wealthquest
Ohio
$290K -$27.6K -84 -8%