We are live on ! Find out more
EVH icon

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
First Trust Advisors
251
First Trust Advisors
Illinois
-$581K -51,614 Closed
Allianz Asset Management
252
Allianz Asset Management
Germany
-$470K -41,732 Closed
Man Group
253
Man Group
United Kingdom
-$408K -36,235 Closed
FC
254
FORA Capital
Florida
-$337K -29,971 Closed
CCIA
255
Campbell & Co Investment Adviser
Maryland
-$178K -15,825 Closed
OFS
256
OneAscent Financial Services
Alabama
-$132K -11,560 Closed
HT
257
Headlands Technologies
Illinois
-$57.7K -5,120 Closed
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
-$9K -823 Closed
Raymond James Financial
259
Raymond James Financial
Florida
-$3.72K -330 Closed
Barrow, Hanley, Mewhinney & Strauss
260
Barrow, Hanley, Mewhinney & Strauss
Texas
-$2.66K -236 Closed
National Bank of Canada
261
National Bank of Canada
Quebec, Canada
-$1.63K -145 Closed
HFS
262
Hantz Financial Services
Michigan
-$699 -72 -72%
Bessemer Group
263
Bessemer Group
New Jersey
-$1K -68 Closed
BIA
264
Bell Investment Advisors
California
-$642 -57 Closed
BIG
265
Brooklyn Investment Group
New York
-$609 -54 Closed
WCM
266
WealthTrak Capital Management
Virginia
-$395 -35 Closed
WA
267
Whipplewood Advisors
Colorado
-$304 -27 Closed
WSFS
268
Wilmington Savings Fund Society
Delaware
-$293 -26 Closed
TPWA
269
Twin Peaks Wealth Advisors
California
-$106 -12 Closed
GC
270
Garde Capital
Washington
-$57 -5 Closed
SC
271
Stephens Consulting
Michigan
-$57 -5 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.