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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
SAM
1026
Sompo Asset Management
Japan
$372K +$3.38K +10 +1%
CIM
1027
CIM Investment Management
Pennsylvania
$369K
PWM
1028
Pines Wealth Management
North Carolina
$369K +$13.9K +41 +4%
IBOK
1029
Independence Bank of Kentucky
Kentucky
$367K -$17.9K -53 -5%
MA
1030
MCF Advisors
Kentucky
$366K +$263K +777 +291%
CTC
1031
Central Trust Company
Missouri
$366K -$159K -470 -31%
HHCP
1032
Hilton Head Capital Partners
South Carolina
$365K +$352K +1,041 New
KFG
1033
Kelly Financial Group
Connecticut
$365K
CA
1034
Claro Advisors
Massachusetts
$364K -$15.2K -45 -4%
GTAM
1035
Global Trust Asset Management
Florida
$364K -$53.4K -158 -13%
EP
1036
Edgestream Partners
New Jersey
$364K +$17.2K +51 +5%
RBC
1037
Romano Brothers & Co
Illinois
$363K
KIM
1038
Kestra Investment Management
Texas
$363K +$350K +1,036 New
MPWT
1039
MassMutual Private Wealth & Trust
Connecticut
$363K +$87.9K +260 +34%
GIM
1040
Goelzer Investment Management
Indiana
$362K -$6.76K -20 -2%
CF
1041
Claris Financial
Virginia
$358K -$338 -1 -0.1%
NI
1042
Natural Investments
California
$356K -$1.35K -4 -0.4%
IIA
1043
ICW Investment Advisors
Arizona
$355K -$338 -1 -0.1%
SVWAG
1044
Sound View Wealth Advisors Group
Georgia
$354K +$9.8K +29 +3%
CIS
1045
Capital International Sarl
California
$354K
AWM
1046
Adams Wealth Management
Utah
$351K
CI
1047
CacheTech Inc
Utah
$351K
KJHP
1048
K.J. Harrison & Partners
Ontario, Canada
$351K +$338K +1,000 New
VIS
1049
Vega Investment Solutions
France
$351K +$338K +1,000 New
LWM
1050
LongView Wealth Management
Georgia
$349K +$1.35K +4 +0.4%