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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
WCM
1051
Winebrenner Capital Management
Kentucky
$347K +$335K +991 New
VCM
1052
Virtue Capital Management
Tennessee
$347K -$3.09M -9,134 -90%
MCM
1053
Marathon Capital Management
Maryland
$347K +$13.9K +41 +4%
WFI
1054
West Family Investments
California
$344K -$75K -222 -18%
SAI
1055
Savvy Advisors Inc
New York
$343K +$10.1K +30 +3%
FBT
1056
First Bank & Trust
South Dakota
$343K +$71.6K +212 +28%
BONST
1057
Bank of Nova Scotia Trust
Ontario, Canada
$342K +$67.2K +199 +26%
KP
1058
Keel Point
Alabama
$341K +$29.7K +88 +10%
FFC
1059
First Financial Corp
Indiana
$340K
LOWM
1060
Laurel Oak Wealth Management
New Jersey
$339K +$327K +967 New
HCM
1061
Hengehold Capital Management
Ohio
$339K
AC
1062
Avestar Capital
New York
$338K +$326K +964 New
CAAS
1063
Capital Asset Advisory Services
Michigan
$337K +$307K +909 New
OP
1064
Oath Planning
Oklahoma
$336K +$324K +960 New
AI
1065
Accredited Investors
Minnesota
$334K -$60.8K -180 -16%
SP
1066
SmartHarvest Portfolios
Washington
$334K +$322K +952 New
CWM
1067
Circle Wealth Management
New Jersey
$333K +$9.8K +29 +3%
AF
1068
Advisornet Financial
Minnesota
$333K +$8.45K +25 +3%
SAI
1069
Systematic Alpha Investments
New Jersey
$332K
TFA
1070
Transamerica Financial Advisors
Florida
$332K -$24.3K -72 -7%
SCA
1071
Stillwater Capital Advisors
Pennsylvania
$332K
CT
1072
Colonial Trust
South Carolina
$331K -$105K -312 -25%
BMO
1073
Beck Mack & Oliver
New York
$331K +$71.6K +212 +29%
SLG
1074
Stanley-Laman Group
Pennsylvania
$329K +$91.9K +272 +41%
CWM
1075
Cornerstone Wealth Management
Missouri
$328K +$316K +935 New