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Elevance Health

1,521 hedge funds and large institutions have $70.7B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 494 increasing their positions, 606 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:

1% more funds holding

Funds holding: 1,5001,521 (+21)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

18% less repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 606

Holders
1,521
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
MA
1376
Montag & Associates
Georgia
$25.1K
BGAI
1377
Bruce G. Allen Investments
Colorado
$24.5K
PSB
1378
Piscataqua Savings Bank
New Hampshire
$24.2K
AWM
1379
Abound Wealth Management
Tennessee
$23.5K
LAMC
1380
Longview Asset Management (California)
California
$23.1K
GGI
1381
Godsey & Gibb Inc
Virginia
$23K
GWM
1382
Gilpin Wealth Management
Colorado
$22.8K
NEWAS
1383
N.E.W. Advisory Services
Wisconsin
$22.5K
W
1384
WealthCollab
Washington
$22.4K
KG
1385
Kilter Group
New York
$22.4K
PWMG
1386
Private Wealth Management Group
New Jersey
$22.1K
FMP
1387
Financial Management Professionals
Texas
$21.7K
WAG
1388
Wilkerson Advisory Group
Missouri
$21.7K
PGAM
1389
Princeton Global Asset Management
New Jersey
$21.4K
TCM
1390
TD Capital Management
Tennessee
$21.4K
OC
1391
Optima Capital
Oregon
$21K
EF
1392
Entrust Financial
Pennsylvania
$21K
LOIM
1393
Liberty One Investment Management
Illinois
$20.9K
RFS
1394
Richardson Financial Services
Massachusetts
$20.7K
PPC
1395
Park Place Capital
Alabama
$20K
FDW
1396
Fourth Dimension Wealth
Ohio
$20K
BWAM
1397
Boyd Watterson Asset Management
Ohio
$19.6K
PMFA
1398
Plante Moran Financial Advisors
Michigan
$18.9K
LWANC
1399
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.9K
AFG
1400
Albion Financial Group
Utah
$18.2K