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Evolent Health

240 hedge funds and large institutions have $1.15B invested in Evolent Health in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 71 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $2.88M | Put options by funds: $1.61M

69% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 32

9% more funds holding

Funds holding: 220240 (+20)

8.24% more ownership

Funds ownership: 107.2%115.45% (+8.2%)

9% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 78

19% less capital invested

Capital invested by funds: $1.42B → $1.15B (-$269M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
240
Holders Change
+20
Holders Change %
+9.09%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
54
Increased
71
Reduced
78
Closed
32
Calls
$2.88M
Puts
$1.61M
Net Calls
+$1.27M
Net Calls Change
+$256K
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$846 +$970 +100 New
LFG
227
Larson Financial Group
Missouri
$812 -$514 -53 -36%
PWMG
228
Private Wealth Management Group
New Jersey
$728
SS
229
SBI Securities
Japan
$711 -$233 -24 -22%
RA
230
Rise Advisors
New York
$448
FC
231
Financial Consulate
Maryland
$381 +$437 +45 New
FFA
232
Farther Finance Advisors
California
$296 -$4.56K -470 -93%
EP
233
Essential Partners
California
$271
MSFP
234
Mark Sheptoff Financial Planning
Connecticut
$212
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$169 +$194 +20 New
CWP
236
Concord Wealth Partners
Virginia
$110
MCM
237
MAI Capital Management
Ohio
$102 -$912 -94 -89%
TWD
238
True Wealth Design
Ohio
$43
DCP
239
Durable Capital Partners
Maryland
-$72.3M -6,423,293 Closed
RA
240
Royce & Associates
New York
-$7.47M -663,010 Closed
Holocene Advisors
241
Holocene Advisors
New York
-$5.94M -527,943 Closed
FGP
242
Freestone Grove Partners
California
-$5.54M -491,621 Closed
Connor, Clark & Lunn Investment Management (CC&L)
243
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$4.55M -403,677 Closed
AG
244
Algert Global
California
-$2.16M -191,581 Closed
Norges Bank
245
Norges Bank
Norway
-$2.02M -179,062 Closed
Principal Financial Group
246
Principal Financial Group
Iowa
-$1.39M -123,655 Closed
DIG
247
DeepCurrents Investment Group
New York
-$893K -79,296 Closed
Walleye Trading
248
Walleye Trading
New York
-$638K -65,757 Closed
Wellington Management Group
249
Wellington Management Group
Massachusetts
-$730K -64,830 Closed
BPC
250
Bryce Point Capital
New York
-$687K -61,044 Closed

EVH Hedge Fund Activity: Q3 2025 in Review

240 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q3 2025, worth a combined $1.15B — down 19% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EVH positions and 32 closed out — a net gain of 22 holders — while 71 added to existing stakes and 78 trimmed.

The largest buyer was Rubicon Founders, opening a new position worth an estimated $56.4M. The largest seller was Durable Capital Partners, exiting entirely with an estimated $72.3M sold.

  • 240 institutional investors held Evolent Health (EVH) as of Q3 2025, up from 220 in Q2 2025.
  • Funds reported $1.15B of Evolent Health stock for Q3 2025, down 19% quarter-over-quarter.
  • 54 funds opened new Evolent Health positions in Q3 2025 and 32 closed out, a net change of +22 holders.
  • The largest Evolent Health buyer in Q3 2025 was Rubicon Founders, an estimated $56.4M added.
  • The largest Evolent Health seller in Q3 2025 was Durable Capital Partners, an estimated $72.3M sold.

Based on aggregated 13F filings for Q3 2025.