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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
TCWA
1101
Turtle Creek Wealth Advisors
Texas
$236K -$36.5K -111 -12%
CCMG
1102
Clark Capital Management Group
Pennsylvania
$236K -$12.5K -38 -5%
PIM
1103
Plato Investment Management
Australia
$235K -$692K -2,107 -72%
AWMM
1104
Aegis Wealth Management (Maryland)
Maryland
$235K +$264K +802 New
BMO
1105
Beck Mack & Oliver
New York
$234K -$46.7K -142 -15%
DIM
1106
DLK Investment Management
California
$234K
CC
1107
Centiva Capital
New York
$234K +$9.53K +29 +4%
II
1108
Impact Investors
California
$234K -$229K -696 -47%
LWM
1109
Lakeridge Wealth Management
Ohio
$233K +$1.64K +5 +0.6%
BW
1110
Basepoint Wealth
Iowa
$233K +$986 +3 +0.4%
FBB
1111
Fulton Breakefield Broenniman
Maryland
$233K -$9.53K -29 -4%
BONST
1112
Bank of Nova Scotia Trust
Ontario, Canada
$232K -$60.5K -184 -19%
PFA
1113
Pettinga Financial Advisors
Indiana
$232K -$6.9K -21 -3%
CSPIA
1114
Cary Street Partners Investment Advisory
Virginia
$231K +$8.87K +27 +4%
TWIM
1115
TIAA Wealth Investment Management
New York
$231K +$259K +789 New
MCM
1116
Manchester Capital Management
Vermont
$231K -$30.6K -93 -11%
RDWM
1117
Red Door Wealth Management
Tennessee
$230K -$329 -1 -0.1%
CIAS
1118
Capital Investment Advisory Services
North Carolina
$229K +$657 +2 +0.3%
GIM
1119
Generali Investments Management
Slovenia
$229K -$95.3K -290 -27%
PAMG
1120
Patton Albertson Miller Group
Tennessee
$229K -$5.59K -17 -2%
CIA
1121
Choate Investment Advisors
Massachusetts
$229K +$6.25K +19 +2%
HWP
1122
Hibernia Wealth Partners
Louisiana
$228K +$7.89K +24 +3%
KCP
1123
Kera Capital Partners
California
$228K +$256K +780 New
AOWM
1124
Alpha Omega Wealth Management
Virginia
$228K
MF
1125
Magnetar Financial
Illinois
$228K +$263K +799 New