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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
HAG
526
HF Advisory Group
Maryland
$2.6M +$829K +2,666 +50%
ET
527
Equitable Trust
Tennessee
$2.59M +$21.1K +68 +0.9%
KFBMI
528
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.58M
HW
529
Hancock Whitney
Mississippi
$2.58M +$340K +1,092 +16%
AL
530
Arnhold LLC
New York
$2.55M
IIC
531
Ironwood Investment Counsel
Arizona
$2.55M +$2.45M +7,891 New
AIM
532
Anchor Investment Management
South Carolina
$2.55M +$314K +1,010 +15%
SF
533
Synovus Financial
Georgia
$2.54M +$51K +164 +2%
PAP
534
Persistent Asset Partners
Hong Kong
$2.52M +$2.43M +7,806 New
TC
535
TwinBeech Capital
New York
$2.52M -$922K -2,966 -28%
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$2.52M -$77.8K -250 -3%
Capstone Investment Advisors
537
Capstone Investment Advisors
New York
$2.51M +$1.7M +5,460 +235%
CA
538
Clearstead Advisors
Ohio
$2.51M -$55.4K -178 -2%
KPWS
539
Kestra Private Wealth Services
Texas
$2.51M +$96.4K +310 +4%
ECM
540
English Capital Management
Michigan
$2.48M +$2.39M +7,682 New
BF
541
BOK Financial
Oklahoma
$2.47M -$385K -1,237 -14%
Nomura Holdings
542
Nomura Holdings
Japan
$2.45M +$2.11M +6,777 +842%
RCM
543
Radnor Capital Management
Pennsylvania
$2.43M
SFA
544
Sequoia Financial Advisors
Ohio
$2.43M +$198K +637 +9%
FLI
545
Family Legacy Inc
South Carolina
$2.39M +$70K +225 +3%
UA
546
Unison Advisors
District of Columbia
$2.38M +$10.9K +35 +0.5%
SAM
547
Shell Asset Management
Netherlands
$2.34M -$2.52M -8,096 -53%
T
548
TOBAM
France
$2.34M +$2.09M +6,716 +1,272%
AC
549
Amitell Capital
Singapore
$2.32M +$2.23M +7,180 New
NMIMC
550
Northwestern Mutual Investment Management Company
Wisconsin
$2.32M -$9.64K -31 -0.4%

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.