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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
AP
1451
Aspect Partners
Virginia
$8.06K
AF
1452
Alerus Financial
North Dakota
$7.71K
FUBT
1453
First United Bank & Trust
Maryland
$7.71K
RPA
1454
Redwood Park Advisors
California
$7.12K
QL
1455
Quarry LP
New York
$7.01K
BONH
1456
Bank of New Hampshire
New Hampshire
$7.01K
JGCM
1457
Joseph Group Capital Management
Ohio
$7.01K
IIM
1458
IFC & Insurance Marketing
California
$7K
EWP
1459
Elevation Wealth Partners
California
$6.67K
HNW
1460
High Note Wealth
Minnesota
$6.66K
UFPG
1461
United Financial Planning Group
New York
$6.66K
SHIM
1462
Stone House Investment Management
Pennsylvania
$6.31K
SG
1463
Sankala Group
Colorado
$6.08K
PCM
1464
Penserra Capital Management
California
$6K
MSFP
1465
Mark Sheptoff Financial Planning
Connecticut
$5.61K
PWA
1466
Principia Wealth Advisory
Texas
$5.61K
LWMI
1467
Legacy Wealth Management (Idaho)
Idaho
$5.61K
WWM
1468
Wolff Wiese Magana
California
$5.26K
BHWM
1469
Bay Harbor Wealth Management
Maryland
$5.26K
EPGL
1470
Estate Planners Group, LLC
Pennsylvania
$5.26K
HCM
1471
Hollencrest Capital Management
California
$4.91K
HFS
1472
Hughes Financial Services
Virginia
$4.91K
PP
1473
PFS Partners
New Jersey
$4.61K
CFG
1474
Clayton Financial Group
Missouri
$4.56K
FGA
1475
Fortis Group Advisors
New Jersey
$4.56K