We are live on ! Find out more
ELV icon

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
RAM
1301
Ramirez Asset Management
New York
$123K
CFFP
1302
Center for Financial Planning
Michigan
$122K -$8.79K -26 -7%
AIC
1303
Archer Investment Corporation
Indiana
$122K -$10.1K -30 -8%
EP
1304
Essential Partners
California
$117K +$2.7K +8 +2%
SSG
1305
Summit Securities Group
New York
$116K -$18.9K -56 -14%
AW
1306
Ankerstar Wealth
Texas
$112K +$108K +319 New
BDPWM
1307
Barnes Dennig Private Wealth Management
Ohio
$109K +$105K +311 New
BDL
1308
Banque de Luxembourg
Luxembourg
$109K
DE
1309
DV Equities
Illinois
$108K +$104K +309 New
MCM
1310
MV Capital Management
Maryland
$107K +$3.38K +10 +3%
OC
1311
Oakworth Capital
Alabama
$106K +$12.5K +37 +14%
MFC
1312
Mechanics Financial Corp
Ohio
$105K
KBFS
1313
Kohmann Bosshard Financial Services
Ohio
$105K +$101K +300 New
CCP
1314
Caden Capital Partners
California
$101K +$97K +287 New
IRC
1315
Investors Research Corp
Georgia
$98.9K
CT
1316
Caldwell Trust
Florida
$98.2K
DT
1317
DV Trading
Illinois
$98.2K +$94.6K +280 New
ST
1318
Smithfield Trust
Pennsylvania
$97K
HAP
1319
Harbor Asset Planning
Massachusetts
$96.8K
SL
1320
Salomon & Ludwin
Virginia
$96.3K +$12.2K +36 +16%
CTA
1321
Colonial Trust Advisors
South Carolina
$94.3K
RAM
1322
Reflection Asset Management
South Carolina
$94.3K +$90.9K +269 New
WG
1323
Wellington Group
Indiana
$93.9K +$90.6K +268 New
AA
1324
Ancora Advisors
Ohio
$92.5K +$44.6K +132 +100%
HNB
1325
Hilltop National Bank
Wyoming
$92.2K +$88.9K +263 New