We are live on ! Find out more
ELV icon

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
FCBT
326
First Citizens Bank & Trust
North Carolina
$10M +$1.6M +5,139 +20%
HR
327
Howe & Rusling
New York
$9.98M +$5.74M +18,469 +149%
TAMH
328
Taikang Asset Management (HK)
Hong Kong
$9.9M +$4.24M +13,638 +80%
Creative Planning
329
Creative Planning
Kansas
$9.69M +$1.73M +5,560 +23%
MCM
330
Moore Capital Management
New York
$9.69M +$5.58M +17,953 +149%
VPIM
331
Vanguard Personalized Indexing Management
California
$9.58M -$2.06M -6,617 -18%
TAM
332
Trillium Asset Management
Massachusetts
$9.51M -$904K -2,908 -9%
BPC
333
Banque Pictet & Cie
Switzerland
$9.51M +$677K +2,178 +8%
IG
334
ING Group
Netherlands
$9.41M -$193K -619 -2%
NIM
335
NEOS Investment Management
Connecticut
$9.36M +$2.83M +9,101 +46%
Public Employees Retirement Association of Colorado
336
Public Employees Retirement Association of Colorado
Colorado
$9.33M -$178K -571 -2%
NAM
337
Nissay Asset Management
Japan
$9.21M +$66.9K +215 +0.8%
VDBMI
338
Van Den Berg Management I
Texas
$9.2M +$3.11M +10,004 +54%
SC
339
Scotia Capital
Ontario, Canada
$9.15M +$1.71M +5,494 +24%
Impax Asset Management Group
340
Impax Asset Management Group
United Kingdom
$9.14M +$238K +764 +3%
Envestnet Portfolio Solutions
341
Envestnet Portfolio Solutions
Illinois
$9.08M +$281K +904 +3%
GF
342
Gabelli Funds
New York
$9.05M -$311K -1,000 -3%
Simplex Trading
343
Simplex Trading
Illinois
$8.91M +$8.3M +26,697 +2,996%
VM
344
Venator Management
Pennsylvania
$8.9M +$8.56M +27,530 New
LBC
345
Lowe Brockenbrough & Co
Virginia
$8.79M +$123K +394 +1%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$8.76M -$575K -1,850 -6%
EIP
347
Easterly Investment Partners
Massachusetts
$8.76M +$8.43M +27,112 New
WIA
348
World Investment Advisors
California
$8.62M -$230K -741 -3%
CA
349
Cornerstone Advisors
North Carolina
$8.59M -$124K -400 -1%
HWM
350
HB Wealth Management
Georgia
$8.59M +$1.5M +4,828 +22%

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.