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Elevance Health

1,510 hedge funds and large institutions have $63.3B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 531 increasing their positions, 608 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $953M | Put options by funds: $837M

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

3.76% less ownership

Funds ownership: 90.78%87.02% (-3.8%)

5% less funds holding

Funds holding: 1,5891,510 (-79)

13% less repeat investments, than reductions

Existing positions increased: 531 | Existing positions reduced: 608

21% less capital invested

Capital invested by funds: $79.7B → $63.3B (-$16.4B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 223

Holders
1,510
Holders Change
-79
Holders Change %
-4.97%
% of All Funds
19.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
165
Increased
531
Reduced
608
Closed
223
Calls
$953M
Puts
$837M
Net Calls
+$117M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
301
Advisors Asset Management
Colorado
$11.5M +$1.6M +5,143 +17%
GIP
302
Greatmark Investment Partners
Georgia
$11.5M +$2.13M +6,833 +24%
HighTower Advisors
303
HighTower Advisors
Illinois
$11.4M -$854K -2,746 -7%
Wealthfront Advisers
304
Wealthfront Advisers
California
$11.3M +$6M +19,292 +122%
TP
305
TenCore Partners
New York
$11.3M +$10.9M +35,000 New
X
306
Xponance
Pennsylvania
$11.2M -$386K -1,241 -3%
MWM
307
Modera Wealth Management
New Jersey
$11.2M -$82.1K -264 -0.8%
YCM
308
Yousif Capital Management
Michigan
$11.1M -$327K -1,051 -3%
OAM
309
OP Asset Management
$11.1M -$8.45M -27,162 -44%
DT
310
Diversified Trust
Tennessee
$11M -$640K -2,058 -6%
CIBC Asset Management
311
CIBC Asset Management
Ontario, Canada
$11M -$2.67M -8,591 -20%
WT
312
Whittier Trust
California
$10.9M -$18.9M -60,732 -66%
MCM
313
MAI Capital Management
Ohio
$10.8M +$8.07M +25,941 +342%
EI
314
Ethic Inc
New York
$10.7M -$2.1M -6,761 -17%
ETC
315
Exchange Traded Concepts
Oklahoma
$10.6M +$5.09M +16,371 +99%
NYLIM
316
New York Life Investment Management
New York
$10.6M -$513K -1,649 -5%
IIM
317
INTECH Investment Management
Florida
$10.5M +$1.51M +4,840 +17%
Pathstone Holdings
318
Pathstone Holdings
New Jersey
$10.5M -$301K -968 -3%
SMDAM
319
Sumitomo Mitsui DS Asset Management
Japan
$10.4M +$73.1K +235 +0.7%
ACA
320
Aptus Capital Advisors
Alabama
$10.3M -$7.8M -25,068 -44%
IC
321
IEQ Capital
California
$10.2M +$7.12M +22,889 +259%
Teacher Retirement System of Texas
322
Teacher Retirement System of Texas
Texas
$10.2M -$39.5M -127,089 -80%
LIP
323
Liontrust Investment Partners
United Kingdom
$10.2M +$2.85M +9,155 +41%
EGA
324
Eagle Global Advisors
Texas
$10.2M -$787K -2,532 -7%
CBU
325
CIBC Bancorp USA
Illinois
$10M +$9.67M +31,094 New

ELV Hedge Fund Activity: Q3 2025 in Review

1,510 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2025, worth a combined $63.3B — down 21% from $79.7B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of ELV and 165 opened new positions — a net loss of 58 holders — while 608 trimmed existing stakes and 531 added.

The largest buyer was Harris Associates, adding an estimated $281M. The largest seller was Capital International Investors, cutting an estimated $1.1B.

  • 1,510 institutional investors held Elevance Health (ELV) as of Q3 2025, down from 1,589 in Q2 2025.
  • Funds reported $63.3B of Elevance Health stock for Q3 2025, down 21% quarter-over-quarter.
  • 165 funds opened new Elevance Health positions in Q3 2025 and 223 closed out, a net change of -58 holders.
  • The largest Elevance Health buyer in Q3 2025 was Harris Associates, an estimated $281M added.
  • The largest Elevance Health seller in Q3 2025 was Capital International Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2025.