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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
KFA
1101
Kapstone Financial Advisors
Ohio
$313K -$80.8K -239 -21%
AWAP
1102
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$313K +$8.79K +26 +3%
EW
1103
Evoke Wealth
California
$310K +$7.43K +22 +3%
RCG
1104
Regatta Capital Group
California
$310K -$4.73K -14 -2%
RPGNY
1105
Retirement Planning Group (New York)
New York
$309K +$1.35K +4 +0.5%
EA
1106
Everpar Advisors
Oklahoma
$309K +$31.1K +92 +12%
MCM
1107
Manchester Capital Management
Vermont
$309K +$31.1K +92 +12%
HP
1108
Hilltop Partners
Indiana
$305K
FGI
1109
Foresight Global Investors
New York
$303K +$15.5K +46 +6%
TPI
1110
Trust Point Inc
Wisconsin
$301K -$40.2K -119 -12%
CRI
1111
Colonial River Investments
Virginia
$301K -$177K -525 -38%
AHL
1112
Abel Hall LLC
Louisiana
$301K +$290K +858 New
FB
1113
Fulton Bank
Pennsylvania
$300K +$16.2K +48 +6%
FWI
1114
Facet Wealth Inc
Maryland
$298K +$295K +872 New
PPWP
1115
Premier Path Wealth Partners
New Jersey
$298K +$63.9K +189 +29%
TFS
1116
Thoroughbred Financial Services
Tennessee
$297K +$287K +849 New
CCMG
1117
Clark Capital Management Group
Pennsylvania
$296K +$43.9K +130 +18%
CFP
1118
Catalyst Financial Partners
Massachusetts
$296K +$43.9K +130 +18%
LA
1119
Latitude Advisors
Florida
$296K -$9.8K -29 -3%
PWAM
1120
Private Wealth Asset Management
Iowa
$295K -$3.72K -11 -1%
RIG
1121
RiverFront Investment Group
Virginia
$294K +$283K +838 New
ZBNA
1122
Zions Bancorporation, National Association
Utah
$293K +$128K +378 +82%
AA
1123
Alta Advisers
United Kingdom
$291K -$81.1K -240 -22%
TGIA
1124
Torrey Growth & Income Advisors
California
$290K -$4.39K -13 -2%
FBB
1125
Fulton Breakefield Broenniman
Maryland
$289K +$9.8K +29 +4%