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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$550M
Puts
$291M
Net Calls
Net Calls Change
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
WWM
1003
Whalen Wealth Management
Nevada
$311K
CIM
1004
CIM Investment Management
Pennsylvania
$307K
KWMG
1005
King Wealth Management Group
Florida
$306K
FPAS
1006
Focus Partners Advisor Solutions
Missouri
$306K
PWM
1007
Pines Wealth Management
North Carolina
$305K
HHCP
1008
Hilton Head Capital Partners
South Carolina
$305K
KFG
1009
Kelly Financial Group
Connecticut
$304K
IBOK
1010
Independence Bank of Kentucky
Kentucky
$304K
TFA
1011
Transamerica Financial Advisors
Florida
$304K
RBC
1012
Romano Brothers & Co
Illinois
$303K
CI
1013
Conning Inc
Connecticut
$302K
FWTB
1014
First Western Trust Bank
Colorado
$301K
BP
1015
Ballentine Partners
Massachusetts
$301K
DWA
1016
Douglass Winthrop Advisors
New York
$300K
CF
1017
Claris Financial
Virginia
$300K
NI
1018
Natural Investments
California
$297K
DSC
1019
Daytona Street Capital
Missouri
$297K
SAI
1020
Savvy Advisors Inc
New York
$297K
MT
1021
Midwest Trust
Kansas
$295K
SVWAG
1022
Sound View Wealth Advisors Group
Georgia
$293K
GFP
1023
Gryphon Financial Partners
Ohio
$293K
PPWP
1024
Premier Path Wealth Partners
New Jersey
$291K
W
1025
Wealthquest
Ohio
$290K