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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
FCB
1226
First County Bank
Connecticut
$228K
MAWA
1227
Moss Adams Wealth Advisors
Washington
$228K +$219K +649 New
DIP
1228
DT Investment Partners
Pennsylvania
$226K
KWA
1229
Kellett Wealth Advisors
Ohio
$225K
VFPW
1230
Vantage Financial Partners (Wisconsin)
Wisconsin
$225K +$1.35K +4 +0.6%
RWP
1231
Ridgecrest Wealth Partners
California
$224K
EPM
1232
Elm Partners Management
Pennsylvania
$223K
AW
1233
Alteri Wealth
California
$223K +$215K +636 New
CIP
1234
Convergence Investment Partners
Florida
$222K +$338 +1 +0.2%
FNT
1235
First National Trust
Pennsylvania
$222K +$3.04K +9 +1%
BMCM
1236
Bryn Mawr Capital Management
Pennsylvania
$222K -$26.4K -78 -11%
FFO
1237
Fiduciary Family Office
Florida
$221K +$213K +630 New
AF
1238
Apollon Financial
South Carolina
$220K +$212K +626 New
FCM
1239
Fire Capital Management
California
$219K
GWCM
1240
Godshalk Welsh Capital Management
Pennsylvania
$219K
WCM
1241
Washington Capital Management
Washington
$219K
DE
1242
Diversified Enterprises
Delaware
$219K +$211K +625 New
BA
1243
Bridgewater Advisors
New York
$219K +$200K +592 New
CFD
1244
Creative Financial Designs
Indiana
$218K -$47K -139 -18%
GHA
1245
GW Henssler & Associates
Georgia
$217K +$210K +620 New
GCP
1246
GSA Capital Partners
United Kingdom
$217K -$494K -1,463 -70%
ITIM
1247
Indiana Trust & Investment Management
Indiana
$217K
CFO
1248
CVA Family Office
Colorado
$217K +$35.8K +106 +21%
FB
1249
First Bancorp
Maine
$217K +$209K +618 New
HFS
1250
Howard Financial Services
Texas
$216K +$209K +617 New