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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
OC
1401
Optima Capital
Oregon
$21K
LOIM
1402
Liberty One Investment Management
Illinois
$20.9K
RFS
1403
Richardson Financial Services
Massachusetts
$20.7K
PPC
1404
Park Place Capital
Alabama
$20K
FDW
1405
Fourth Dimension Wealth
Ohio
$20K
BWAM
1406
Boyd Watterson Asset Management
Ohio
$19.6K
PMFA
1407
Plante Moran Financial Advisors
Michigan
$18.9K
LWANC
1408
Laurel Wealth Advisors (North Carolina)
North Carolina
$18.9K
AFG
1409
Albion Financial Group
Utah
$18.2K
CPG
1410
Cornerstone Planning Group
New Jersey
$18.1K
VWM
1411
Vermillion Wealth Management
Minnesota
$17.9K
CWP
1412
Concord Wealth Partners
Virginia
$17.9K
BTC
1413
Bank & Trust Company
Illinois
$17.5K
JGIA
1414
Jackson Grant Investment Advisers
Connecticut
$17.2K
NWMP
1415
Noble Wealth Management PBC
Colorado
$17.2K
MFT
1416
Moisand Fitzgerald Tamayo
Florida
$17.2K
WA
1417
WPG Advisers
Maryland
$17.2K
HHMI
1418
Howard Hughes Medical Institute
Maryland
$16.8K
DAM
1419
Delta Asset Management
Tennessee
$15.8K
KFP
1420
Kerr Financial Planning
California
$15.3K
BFM
1421
Brooklands Fund Management
United Kingdom
$15.2K
DCM
1422
Davis Capital Management
Florida
$15.1K
KTC
1423
Kentucky Trust Company
Kentucky
$14K
MCM
1424
MidAtlantic Capital Management
Virginia
$14K
DFA
1425
DHJJ Financial Advisors
Illinois
$13.7K