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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

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:

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
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
PB
1376
Pinnacle Bancorp
Nebraska
$40.3K
KFAS
1377
Keating Financial Advisory Services
Kansas
$39.3K
BWL
1378
Bogart Wealth LLC
Virginia
$38.2K
OP
1379
ORG Partners
Indiana
$37.9K
LWCFA
1380
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37.8K
IWP
1381
IAG Wealth Partners
Wisconsin
$36.5K
LC
1382
Lavaca Capital
Texas
$35.1K
M
1383
MOTCO
Texas
$35.1K
CBT
1384
Crews Bank & Trust
Florida
$32.6K
TCOT
1385
Trust Company of Toledo
Ohio
$31.6K
JSAM
1386
J. Safra Asset Management
New York
$31.6K
TC
1387
Truvestments Capital
Florida
$30.8K
KAS
1388
Kemnay Advisory Services
New York
$30.8K
CIAS
1389
CBIZ Investment Advisory Services
Ohio
$29.8K
FFO
1390
Fortitude Family Office
Arizona
$27.7K
MWM
1391
Mascoma Wealth Management
New Hampshire
$27.3K
WA
1392
Walsh & Associates
Florida
$27.3K
TWD
1393
True Wealth Design
Ohio
$27K
FMII
1394
Farmers & Merchants Investments Inc
Nebraska
$26.3K
GPI
1395
General Partner Inc
Pennsylvania
$26.3K
SA
1396
Scarborough Advisors
Maryland
$26.3K
SEP
1397
Signature Equity Partners
Ohio
$25.6K
MA
1398
Montag & Associates
Georgia
$25.1K
BGAI
1399
Bruce G. Allen Investments
Colorado
$24.5K
PSB
1400
Piscataqua Savings Bank
New Hampshire
$24.2K