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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
LJAC
1151
L.J. Altfest & Co
New York
$269K
CSPIA
1152
Cary Street Partners Investment Advisory
Virginia
$267K +$3.04K +9 +1%
CIA
1153
Choate Investment Advisors
Massachusetts
$267K +$12.5K +37 +5%
SI
1154
Seeds Investor
New York
$266K +$256K +758 New
HWP
1155
Hibernia Wealth Partners
Louisiana
$265K +$256K +757 New
LIP
1156
Lynch Investment Planning
Pennsylvania
$264K +$255K +754 New
FCH
1157
Freestone Capital Holdings
Washington
$264K +$1.01K +3 +0.4%
FAN
1158
Financial Advisors Network
California
$264K -$5.75K -17 -2%
A
1159
AlphaQuest
New York
$264K -$1.63M -4,831 -87%
CH
1160
Cromwell Holdings
Wyoming
$263K -$338 -1 -0.1%
GIA
1161
Gladstone Institutional Advisory
Florida
$262K -$9.8K -29 -4%
FFA
1162
First Foundation Advisors
California
$259K -$34.8K -103 -12%
PPW
1163
Parcion Private Wealth
Washington
$258K +$249K +737 New
HG
1164
Harbor Group
New Hampshire
$258K +$1.35K +4 +0.5%
KFS
1165
Keynote Financial Services
Connecticut
$258K -$8.45K -25 -3%
SSC
1166
Syverson Strege & Co
Iowa
$257K +$21.3K +63 +9%
NP
1167
NorthRock Partners
Minnesota
$257K -$601K -1,777 -71%
ECAM
1168
East Coast Asset Management
Massachusetts
$256K
FPCP
1169
Fort Point Capital Partners
California
$255K
SIC
1170
Samalin Investment Counsel
New York
$255K -$36.5K -108 -13%
SFWC
1171
Strategic Family Wealth Counselors
New Jersey
$255K +$235K +694 New
DI
1172
Disciplined Investors
Texas
$255K -$60.2K -178 -20%
HIP
1173
HUB Investment Partners
Texas
$255K +$245K +726 New
Verition Fund Management
1174
Verition Fund Management
Connecticut
$254K -$4.84M -14,328 -95%
SFP
1175
SwitchPoint Financial Planning
Utah
$254K +$8.11K +24 +3%