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Elevance Health

1,521 hedge funds and large institutions have $70.7B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 494 increasing their positions, 606 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

1% more funds holding

Funds holding: 1,5001,521 (+21)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

18% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 606

Holders
1,521
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$814M
Puts
$530M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
1201
Seneca House Advisors
Virginia
$232K
NFG
1202
Nations Financial Group
Iowa
$232K
DWM
1203
Drive Wealth Management
Utah
$231K
ATPW
1204
Ashton Thomas Private Wealth
Arizona
$230K
VVP
1205
Venture Visionary Partners
Ohio
$230K
KRW
1206
Kaufman Rossin Wealth
Florida
$229K
KWM
1207
KFG Wealth Management
Indiana
$228K
FCB
1208
First County Bank
Connecticut
$228K
CI
1209
Cherokee Insurance
Michigan
$228K
MAWA
1210
Moss Adams Wealth Advisors
Washington
$228K
DIP
1211
DT Investment Partners
Pennsylvania
$226K
KWA
1212
Kellett Wealth Advisors
Ohio
$225K
VFPW
1213
Vantage Financial Partners (Wisconsin)
Wisconsin
$225K
RWP
1214
Ridgecrest Wealth Partners
California
$224K
EPM
1215
Elm Partners Management
Pennsylvania
$223K
AW
1216
Alteri Wealth
California
$223K
CIP
1217
Convergence Investment Partners
Florida
$222K
FNT
1218
First National Trust
Pennsylvania
$222K
BMCM
1219
Bryn Mawr Capital Management
Pennsylvania
$222K
FFO
1220
Fiduciary Family Office
Florida
$221K
AF
1221
Apollon Financial
South Carolina
$220K
FCM
1222
Fire Capital Management
California
$219K
WCM
1223
Washington Capital Management
Washington
$219K
GWCM
1224
Godshalk Welsh Capital Management
Pennsylvania
$219K
DE
1225
Diversified Enterprises
Delaware
$219K