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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
RCG
1051
Regatta Capital Group
California
$273K +$16.4K +50 +6%
LOIM
1052
Liberty One Investment Management
Illinois
$272K +$286K +870 +1,450%
QI
1053
Qtron Investments
Massachusetts
$271K
MGIA
1054
Moneta Group Investment Advisors
Missouri
$270K +$986 +3 +0.3%
ATPW
1055
Ashton Thomas Private Wealth
Arizona
$270K +$87.4K +266 +40%
HSA
1056
HBK Sorce Advisory
Pennsylvania
$270K -$26.3K -80 -10%
CWM
1057
Circle Wealth Management
New Jersey
$269K -$10.2K -31 -3%
FFBTD
1058
First Financial Bank - Trust Division
Ohio
$268K -$2.96K -9 -1%
HP
1059
Hilltop Partners
Indiana
$268K +$14.8K +45 +5%
FMI
1060
Frec Markets Inc
California
$267K -$373K -1,136 -55%
EHC
1061
Everett Harris & Co
California
$267K
BAM
1062
Berkshire Asset Management
Pennsylvania
$267K +$329 +1 +0.1%
CA
1063
Claro Advisors
Massachusetts
$266K -$43.1K -131 -13%
WAS
1064
Wealth Advisory Solutions
Indiana
$266K
PHAM
1065
Palisades Hudson Asset Management
Florida
$265K
AP
1066
Americana Partners
Texas
$265K -$113K -345 -28%
CFP
1067
Catalyst Financial Partners
Massachusetts
$264K +$18.7K +57 +7%
RIG
1068
RiverFront Investment Group
Virginia
$264K +$20.7K +63 +8%
1C
1069
111 Capital
France
$263K +$295K +898 New
LOWM
1070
Laurel Oak Wealth Management
New Jersey
$262K -$23.3K -71 -7%
EFP
1071
Elser Financial Planning
Indiana
$262K -$6.9K -21 -2%
GIA
1072
Gladstone Institutional Advisory
Florida
$262K +$48.3K +147 +20%
HCM
1073
Howard Capital Management
Georgia
$261K -$1.26M -3,836 -81%
SAW
1074
Signal Advisors Wealth
Michigan
$260K -$2.21M -6,716 -88%
RPGNY
1075
Retirement Planning Group (New York)
New York
$260K +$1.97K +6 +0.7%