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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
CCM
1
Cadian Capital Management
New York
$99.2M +$12.7M +1,304,223 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$92.8M +$440K +45,299 +0.4%
BlackRock
3
BlackRock
New York
$78.8M -$606K -62,459 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$74M +$22.6M +2,329,612 +36%
Morgan Stanley
5
Morgan Stanley
New York
$67.5M -$717K -73,895 -0.9%
EAM
6
Eventide Asset Management
Massachusetts
$53.2M +$21.4M +2,205,659 +54%
RF
7
Rubicon Founders
Tennessee
$49.2M +$56.4M +5,816,123 New
EC
8
Engaged Capital
California
$47.9M -$1.85M -190,556 -3%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$34.1M -$2.81M -289,408 -7%
JP Morgan Chase
10
JP Morgan Chase
New York
$33.8M +$8.8M +906,479 +29%
UBS Group
11
UBS Group
Switzerland
$28.8M +$5.73M +590,659 +21%
State Street
12
State Street
Massachusetts
$25.2M +$15.7K +1,621 +0.1%
RSCM
13
Rock Springs Capital Management
Maryland
$25M +$1.25M +129,300 +5%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.3M +$867K +89,395 +3%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$23.2M +$6.15M +633,423 +30%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$21.2M -$2.57M -265,267 -10%
MC
17
Maverick Capital
Texas
$20.3M +$9.73M +1,002,760 +72%
Citadel Advisors
18
Citadel Advisors
Florida
$19.4M +$16.6M +1,709,889 +291%
SAM
19
Silvercrest Asset Management
New York
$15.2M +$177K +18,227 +1%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$15M +$10.7M +1,102,264 +164%
8KM
21
8 Knots Management
Texas
$15M -$11.1M -1,145,022 -39%
SCPM
22
Sea Cliff Partners Management
California
$12.4M +$2.26M +233,039 +19%
Jane Street
23
Jane Street
New York
$12.2M +$14M +1,442,168 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.8M +$2.28M +234,473 +20%
Charles Schwab
25
Charles Schwab
California
$11M +$1.18M +121,650 +10%

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.