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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
VLKIM
1201
Van Lanschot Kempen Investment Management
Netherlands
$243K -$1.47M -4,346 -86%
MAM
1202
McLean Asset Management
Virginia
$242K +$20.6K +61 +10%
AWP
1203
Ascent Wealth Partners
New York
$242K -$25.7K -76 -10%
SIC
1204
Shoker Investment Counsel
Ohio
$241K +$16.9K +50 +8%
AF
1205
Aldebaran Financial
$240K +$338 +1 +0.1%
TPA
1206
Trivium Point Advisory
Connecticut
$239K -$51.4K -152 -18%
WPP
1207
Whalerock Point Partners
Rhode Island
$239K
LIP
1208
Lighthouse Investment Partners
Florida
$239K +$230K +681 New
RSF
1209
Rik Saylor Financial
Ohio
$238K
PFA
1210
Pathway Financial Advisers
Indiana
$238K
PFBT
1211
Parkside Financial Bank & Trust
Missouri
$237K +$8.11K +24 +4%
AIA
1212
Affinity Investment Advisors
California
$237K -$212K -628 -48%
MIM
1213
Morningstar Investment Management
Illinois
$237K -$3.68M -10,889 -94%
APG
1214
Abacus Planning Group
South Carolina
$235K +$14.5K +43 +7%
OL
1215
OneFund LLC
Florida
$234K +$12.5K +37 +6%
IIL
1216
Income Insurance Ltd
$234K +$226K +668 New
SA
1217
Sovran Advisors
California
$232K +$205K +608 New
SHA
1218
Seneca House Advisors
Virginia
$232K +$4.73K +14 +2%
NFG
1219
Nations Financial Group
Iowa
$232K +$3.38K +10 +2%
DWM
1220
Drive Wealth Management
Utah
$231K +$223K +659 New
ATPW
1221
Ashton Thomas Private Wealth
Arizona
$230K +$11.8K +35 +6%
VVP
1222
Venture Visionary Partners
Ohio
$230K -$338 -1 -0.2%
KRW
1223
Kaufman Rossin Wealth
Florida
$229K +$4.05K +12 +2%
KWM
1224
KFG Wealth Management
Indiana
$228K -$29.7K -88 -12%
CI
1225
Cherokee Insurance
Michigan
$228K