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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
UFPG
1476
United Financial Planning Group
New York
$6.66K
SHIM
1477
Stone House Investment Management
Pennsylvania
$6.31K
SG
1478
Sankala Group
Colorado
$6.08K
PCM
1479
Penserra Capital Management
California
$6K
MSFP
1480
Mark Sheptoff Financial Planning
Connecticut
$5.61K
PWA
1481
Principia Wealth Advisory
Texas
$5.61K
LWMI
1482
Legacy Wealth Management (Idaho)
Idaho
$5.61K
WWM
1483
Wolff Wiese Magana
California
$5.26K
BHWM
1484
Bay Harbor Wealth Management
Maryland
$5.26K
EPG
1485
Estate Planners Group
Pennsylvania
$5.26K
HCM
1486
Hollencrest Capital Management
California
$4.91K
HFS
1487
Hughes Financial Services
Virginia
$4.91K
PP
1488
PFS Partners
New Jersey
$4.61K
CFG
1489
Clayton Financial Group
Missouri
$4.56K
CAIM
1490
Catherine Avery Investment Management
Florida
$4.56K
FGA
1491
Fortis Group Advisors
New Jersey
$4.56K
SA
1492
SRH Advisors
Kansas
$4.29K
CBT
1493
CoreFirst Bank & Trust
Kansas
$4.21K
EPAM
1494
Evelyn Partners Asset Management
$4.21K
LIA
1495
Luken Investment Analytics
Tennessee
$4.21K
TCM
1496
Triumph Capital Management
Colorado
$3.9K
CWP
1497
Clark Wealth Partners
Illinois
$3.86K
CB
1498
CNB Bank
Pennsylvania
$3.86K
SWM
1499
SHP Wealth Management
Massachusetts
$3.82K
VWA
1500
Valued Wealth Advisors
Utah
$3.55K