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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
UFPG
1451
United Financial Planning Group
New York
$6.66K
SHIM
1452
Stone House Investment Management
Pennsylvania
$6.31K
PCM
1453
Penserra Capital Management
California
$6K
MSFP
1454
Mark Sheptoff Financial Planning
Connecticut
$5.61K
PWA
1455
Principia Wealth Advisory
Texas
$5.61K
LWMI
1456
Legacy Wealth Management (Idaho)
Idaho
$5.61K
WWM
1457
Wolff Wiese Magana
California
$5.26K
BHWM
1458
Bay Harbor Wealth Management
Maryland
$5.26K
HCM
1459
Hollencrest Capital Management
California
$4.91K
HFS
1460
Hughes Financial Services
Virginia
$4.91K
PP
1461
PFS Partners
New Jersey
$4.61K
CFG
1462
Clayton Financial Group
Missouri
$4.56K
FGA
1463
Fortis Group Advisors
New Jersey
$4.56K
CAIM
1464
Catherine Avery Investment Management
Florida
$4.56K
SA
1465
SRH Advisors
Kansas
$4.29K
CBT
1466
CoreFirst Bank & Trust
Kansas
$4.21K
EPAM
1467
Evelyn Partners Asset Management
$4.21K
LIA
1468
Luken Investment Analytics
Tennessee
$4.21K
TCM
1469
Triumph Capital Management
Colorado
$3.9K
CWP
1470
Clark Wealth Partners
Illinois
$3.86K
CB
1471
CNB Bank
Pennsylvania
$3.86K
VWA
1472
Valued Wealth Advisors
Utah
$3.55K
BFS
1473
Bare Financial Services
Pennsylvania
$3.51K
WWA
1474
Wealth Watch Advisors
Colorado
$3.51K
WW
1475
Winnow Wealth
Texas
$3.16K