We are live on ! Find out more
EVH icon

Evolent Health

220 hedge funds and large institutions have $1.42B invested in Evolent Health in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 80 increasing their positions, 73 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $2.53M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

19% more capital invested

Capital invested by funds: $1.19B → $1.42B (+$225M)

10% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 73

0.72% less ownership

Funds ownership: 107.92%107.2% (-0.72%)

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

3% less funds holding

Funds holding: 227220 (-7)

Holders
220
Holders Change
-7
Holders Change %
-3.08%
% of All Funds
2.9%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
38
Increased
80
Reduced
73
Closed
41
Calls
$3.55M
Puts
$2.53M
Net Calls
+$1.02M
Net Calls Change
-$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
176
Harbor Investment Advisory
Maryland
$23.2K
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.4K +$4.78K +520 +47%
EWA
178
EverSource Wealth Advisors
Alabama
$17K +$2.88K +313 +26%
BNP Paribas Asset Management
179
BNP Paribas Asset Management
France
$9K +$7.56K +823 New
GI
180
GAMMA Investing
California
$8.2K -$2.48K -270 -27%
AF
181
Allworth Financial
California
$8.18K -$4.38K -477 -40%
QL
182
Quarry LP
New York
$6.89K +$3.25K +354 +137%
SAM
183
Smartleaf Asset Management
Massachusetts
$6.25K +$1.23K +134 +31%
FFA
184
Farther Finance Advisors
California
$5.69K +$3.92K +427 +547%
LSA
185
Leonteq Securities AG
Switzerland
$5.51K +$4.49K +489 New
WAM
186
Wolverine Asset Management
Illinois
$5.48K +$4.47K +487 New
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$5.22K +$1.48K +161 +53%
Optiver Holding
188
Optiver Holding
Netherlands
$4.82K -$1.38K -150 -26%
PFBT
189
Parkside Financial Bank & Trust
Missouri
$3.96K +$459 +50 +17%
Raymond James Financial
190
Raymond James Financial
Florida
$3.72K +$3.03K +330 New
IA
191
IFP Advisors
Florida
$3.04K
RIL
192
Rothschild Investment LLC
Illinois
$3.04K +$1.01K +110 +69%
PWA
193
Physician Wealth Advisors
Utah
$2.76K +$2.25K +245 New
Barrow, Hanley, Mewhinney & Strauss
194
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.66K +$1.65K +180 +321%
Comerica Bank
195
Comerica Bank
Texas
$2.63K -$49.7K -5,416 -96%
LFG
196
Larson Financial Group
Missouri
$1.68K +$1.37K +149 New
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$1.63K +$37 +4 +3%
FFO
198
Fortitude Family Office
Arizona
$1.46K +$1.19K +130 New
SS
199
SBI Securities
Japan
$1.22K +$257 +28 +35%
MCM
200
MAI Capital Management
Ohio
$1.19K +$974 +106 New

EVH Hedge Fund Activity: Q2 2025 in Review

220 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Evolent Health (EVH) for Q2 2025, worth a combined $1.42B — up 19% from $1.19B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of EVH and 38 opened new positions — a net loss of 3 holders — while 73 trimmed existing stakes and 80 added.

The largest buyer was Durable Capital Partners, opening a new position worth an estimated $59M. The largest seller was Wellington Management Group, cutting an estimated $93.3M.

  • 220 institutional investors held Evolent Health (EVH) as of Q2 2025, down from 227 in Q1 2025.
  • Funds reported $1.42B of Evolent Health stock for Q2 2025, up 19% quarter-over-quarter.
  • 38 funds opened new Evolent Health positions in Q2 2025 and 41 closed out, a net change of -3 holders.
  • The largest Evolent Health buyer in Q2 2025 was Durable Capital Partners, an estimated $59M added.
  • The largest Evolent Health seller in Q2 2025 was Wellington Management Group, an estimated $93.3M sold.

Based on aggregated 13F filings for Q2 2025.