EVH icon

Evolent Health

218 hedge funds and large institutions have $1.48B invested in Evolent Health in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4.33% more ownership

Funds ownership: 107.83%112.16% (+4.3%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

3% less funds holding

Funds holding: 225218 (-7)

Holders
218
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.55M
Puts
$2.53M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$26K
HIA
177
Harbor Investment Advisory
Maryland
$23.2K
Ohio Public Employees Retirement System (OPERS)
178
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K
EWA
179
EverSource Wealth Advisors
Alabama
$17K
BNP Paribas Asset Management
180
BNP Paribas Asset Management
France
$9K
GI
181
GAMMA Investing
California
$8.2K
AF
182
Allworth Financial
California
$8.18K
QL
183
Quarry LP
New York
$6.89K
SAM
184
Smartleaf Asset Management
Massachusetts
$6.25K
FFA
185
Farther Finance Advisors
California
$5.69K
WAM
186
Wolverine Asset Management
Illinois
$5.48K
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$5.22K
Optiver Holding
188
Optiver Holding
Netherlands
$4.82K
PFBT
189
Parkside Financial Bank & Trust
Missouri
$3.96K
Raymond James Financial
190
Raymond James Financial
Florida
$3.72K
IA
191
IFP Advisors
Florida
$3.04K
RIL
192
Rothschild Investment LLC
Illinois
$3.04K
PWA
193
Physician Wealth Advisors
Utah
$2.76K
Barrow, Hanley, Mewhinney & Strauss
194
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.66K
Comerica Bank
195
Comerica Bank
Texas
$2.63K
LFG
196
Larson Financial Group
Missouri
$1.68K
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$1.63K
FFO
198
Fortitude Family Office
Arizona
$1.46K
SS
199
SBI Securities
Japan
$1.22K
MCM
200
MAI Capital Management
Ohio
$1.19K