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Elevance Health

1,548 hedge funds and large institutions have $71B invested in Elevance Health in 2025 Q4 according to their latest regulatory filings, with 218 funds opening new positions, 499 increasing their positions, 611 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: 1,5071,548 (+41)

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: 611

Holders
1,548
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
PCM
1476
Penserra Capital Management
California
$6K
MSFP
1477
Mark Sheptoff Financial Planning
Connecticut
$5.61K
PWA
1478
Principia Wealth Advisory
Texas
$5.61K
LWMI
1479
Legacy Wealth Management (Idaho)
Idaho
$5.61K
WWM
1480
Wolff Wiese Magana
California
$5.26K
BHWM
1481
Bay Harbor Wealth Management
Maryland
$5.26K
EPG
1482
Estate Planners Group
Pennsylvania
$5.26K
HCM
1483
Hollencrest Capital Management
California
$4.91K
HFS
1484
Hughes Financial Services
Virginia
$4.91K
PP
1485
PFS Partners
New Jersey
$4.61K
CFG
1486
Clayton Financial Group
Missouri
$4.56K
FGA
1487
Fortis Group Advisors
New Jersey
$4.56K
CAIM
1488
Catherine Avery Investment Management
Florida
$4.56K
SA
1489
SRH Advisors
Kansas
$4.29K
CBT
1490
CoreFirst Bank & Trust
Kansas
$4.21K
EPAM
1491
Evelyn Partners Asset Management
$4.21K
LIA
1492
Luken Investment Analytics
Tennessee
$4.21K
TCM
1493
Triumph Capital Management
Colorado
$3.9K
CWP
1494
Clark Wealth Partners
Illinois
$3.86K
CB
1495
CNB Bank
Pennsylvania
$3.86K
SWM
1496
SHP Wealth Management
Massachusetts
$3.82K
VWA
1497
Valued Wealth Advisors
Utah
$3.55K
BFS
1498
Bare Financial Services
Pennsylvania
$3.51K
WWA
1499
Wealth Watch Advisors
Colorado
$3.51K
1CP
1500
1015 Capital Partners
Pennsylvania
$3.51K