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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
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$1.13K
Bessemer Group
202
Bessemer Group
New Jersey
$1K
HFS
203
Hantz Financial Services
Michigan
$1K
AW
204
Avion Wealth
Texas
$1K
PWMG
205
Private Wealth Management Group
New Jersey
$969
VCM
206
Versant Capital Management
Arizona
$676
BIA
207
Bell Investment Advisors
California
$642
BIG
208
Brooklyn Investment Group
New York
$609
RA
209
Rise Advisors
New York
$597
WCM
210
WealthTrak Capital Management
Virginia
$395
WA
211
Whipplewood Advisors
Colorado
$304
WSFS
212
Wilmington Savings Fund Society
Delaware
$293
MSFP
213
Mark Sheptoff Financial Planning
Connecticut
$282
CWP
214
Concord Wealth Partners
Virginia
$146
TPWA
215
Twin Peaks Wealth Advisors
California
$106
SC
216
Stephens Consulting
Michigan
$57
GC
217
Garde Capital
Washington
$57
TWD
218
True Wealth Design
Ohio
$57
Point72 Asset Management
219
Point72 Asset Management
Connecticut
GIM
220
Granahan Investment Management
Massachusetts
BG
221
Bellevue Group
Switzerland
OGC
222
One68 Global Capital
New York
PCM
223
Philosophy Capital Management
California
SCA
224
Summit Creek Advisors
Minnesota
MNBTD
225
Moody National Bank Trust Division
Texas