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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
FWA
1126
FSM Wealth Advisors
Ohio
$288K +$1.69K +5 +0.6%
DMBA
1127
Deseret Mutual Benefit Administrators
Utah
$287K +$27.7K +82 +11%
AWM
1128
Accurate Wealth Management
Florida
$286K +$13.2K +39 +5%
CPIG
1129
Chicago Partners Investment Group
Illinois
$286K -$26K -77 -9%
PFA
1130
Pettinga Financial Advisors
Indiana
$285K +$12.5K +37 +5%
AW
1131
Atlas Wealth
Ohio
$284K
SFM
1132
Signet Financial Management
New Jersey
$284K -$5.07K -15 -2%
NG
1133
Norden Group
Utah
$282K +$272K +805 New
DIM
1134
DLK Investment Management
California
$280K
PAMG
1135
Patton Albertson Miller Group
Tennessee
$280K
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$279K -$4.05K -12 -1%
BW
1137
Basepoint Wealth
Iowa
$278K +$7.77K +23 +3%
LWM
1138
Lakeridge Wealth Management
Ohio
$278K +$18.2K +54 +7%
SCM
1139
Schnieders Capital Management
California
$277K
RDWM
1140
Red Door Wealth Management
Tennessee
$276K +$2.37K +7 +0.9%
JTWM
1141
Jackson Thornton Wealth Management
Alabama
$275K -$17.6K -52 -7%
FA
1142
Fedenia Advisers
Wisconsin
$274K +$6.08K +18 +2%
CIAS
1143
Capital Investment Advisory Services
North Carolina
$274K -$265K -784 -50%
AOWM
1144
Alpha Omega Wealth Management
Virginia
$273K
FMLI
1145
Fukoku Mutual Life Insurance
Japan
$272K -$47K -139 -15%
IA
1146
IFP Advisors
Florida
$272K +$6.42K +19 +3%
CAL
1147
Capital Analysts LLC
Pennsylvania
$271K
CC
1148
Centiva Capital
New York
$270K +$261K +771 New
7WCP
1149
71 West Capital Partners
Massachusetts
$269K +$260K +768 New
HSA
1150
HBK Sorce Advisory
Pennsylvania
$269K +$17.2K +51 +7%