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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
HDIM
1351
Hanson & Doremus Investment Management
Vermont
$51K
GAFA
1352
Garton & Associates Financial Advisors
Kentucky
$50.2K
RFP
1353
Root Financial Partners
California
$47.7K
NS
1354
NBC Securities
Alabama
$47.7K
FP
1355
Financial Perspectives
Minnesota
$47.3K
JWA
1356
JFS Wealth Advisors
Pennsylvania
$45.9K
BFS
1357
Beacon Financial Strategies
North Carolina
$45.6K
NL
1358
Navalign LLC
California
$44.9K
JWM
1359
Jessup Wealth Management
Ohio
$44.7K
FHA
1360
Flagship Harbor Advisors
Massachusetts
$43.8K
SR
1361
Syntax Research
Florida
$42.5K
SS
1362
SBI Securities
Japan
$42.4K
DCM
1363
Dorato Capital Management
Colorado
$41K
PB
1364
Pinnacle Bancorp
Nebraska
$40.3K
KFAS
1365
Keating Financial Advisory Services
Kansas
$39.3K
BWL
1366
Bogart Wealth LLC
Virginia
$38.2K
OP
1367
ORG Partners
Indiana
$37.9K
LWCFA
1368
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.8K
IWP
1369
IAG Wealth Partners
Wisconsin
$36.5K
M
1370
MOTCO
Texas
$35.1K
LC
1371
Lavaca Capital
Texas
$35.1K
CBT
1372
Crews Bank & Trust
Florida
$32.6K
TCOT
1373
Trust Company of Toledo
Ohio
$31.6K
JSAM
1374
J. Safra Asset Management
New York
$31.6K
TC
1375
Truvestments Capital
Florida
$30.8K