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Elevance Health

1,535 hedge funds and large institutions have $70.9B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 212 funds opening new positions, 497 increasing their positions, 608 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:

2% more funds holding

Funds holding: 1,5021,535 (+33)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

18% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 608

Holders
1,535
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
PFBT
1201
Parkside Financial Bank & Trust
Missouri
$237K
AIA
1202
Affinity Investment Advisors
California
$237K
MIM
1203
Morningstar Investment Management
Illinois
$237K
APG
1204
Abacus Planning Group
South Carolina
$235K
OL
1205
OneFund LLC
Florida
$234K
IIL
1206
Income Insurance Ltd
$234K
SA
1207
Sovran Advisors
California
$232K
SHA
1208
Seneca House Advisors
Virginia
$232K
NFG
1209
Nations Financial Group
Iowa
$232K
DWM
1210
Drive Wealth Management
Utah
$231K
ATPW
1211
Ashton Thomas Private Wealth
Arizona
$230K
VVP
1212
Venture Visionary Partners
Ohio
$230K
KRW
1213
Kaufman Rossin Wealth
Florida
$229K
KWM
1214
KFG Wealth Management
Indiana
$228K
CI
1215
Cherokee Insurance
Michigan
$228K
FCB
1216
First County Bank
Connecticut
$228K
MAWA
1217
Moss Adams Wealth Advisors
Washington
$228K
DIP
1218
DT Investment Partners
Pennsylvania
$226K
KWA
1219
Kellett Wealth Advisors
Ohio
$225K
VFPW
1220
Vantage Financial Partners (Wisconsin)
Wisconsin
$225K
RWP
1221
Ridgecrest Wealth Partners
California
$224K
EPM
1222
Elm Partners Management
Pennsylvania
$223K
AW
1223
Alteri Wealth
California
$223K
CIP
1224
Convergence Investment Partners
Florida
$222K
FNT
1225
First National Trust
Pennsylvania
$222K