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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
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$1.13K
DB
202
Danske Bank
Denmark
$1.13K
Bessemer Group
203
Bessemer Group
New Jersey
$1K
HFS
204
Hantz Financial Services
Michigan
$1K
AW
205
Avion Wealth
Texas
$1K +$1.18K +128 +291%
PWMG
206
Private Wealth Management Group
New Jersey
$969 +$790 +86 New
VCM
207
Versant Capital Management
Arizona
$676 -$6.81K -741 -93%
BIA
208
Bell Investment Advisors
California
$642 +$524 +57 New
BIG
209
Brooklyn Investment Group
New York
$609 -$184 -20 -27%
RA
210
Rise Advisors
New York
$597 +$487 +53 New
WCM
211
WealthTrak Capital Management
Virginia
$395 -$138 -15 -30%
EP
212
Essential Partners
California
$360 +$294 +32 New
WA
213
Whipplewood Advisors
Colorado
$304 -$285 -31 -53%
WSFS
214
Wilmington Savings Fund Society
Delaware
$293
MSFP
215
Mark Sheptoff Financial Planning
Connecticut
$282
CWP
216
Concord Wealth Partners
Virginia
$146 +$119 +13 New
TPWA
217
Twin Peaks Wealth Advisors
California
$106 +$110 +12 New
SC
218
Stephens Consulting
Michigan
$57 -$321 -35 -88%
GC
219
Garde Capital
Washington
$57
TWD
220
True Wealth Design
Ohio
$57 +$46 +5 New
Point72 Asset Management
221
Point72 Asset Management
Connecticut
-$14.1M -1,487,896 Closed
GIM
222
Granahan Investment Management
Massachusetts
-$12.9M -1,361,830 Closed
BG
223
Bellevue Group
Switzerland
-$5.82M -614,337 Closed
OGC
224
One68 Global Capital
New York
-$4.97M -525,238 Closed
PCM
225
Philosophy Capital Management
California
-$4.94M -521,192 Closed

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.