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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
TMAM
551
Tokio Marine Asset Management
Japan
$2.31M +$49.8K +160 +2%
HNB
552
Huntington National Bank
Ohio
$2.3M -$1.08M -3,459 -33%
PGFC
553
Peapack-Gladstone Financial Corp
New Jersey
$2.28M -$303K -975 -12%
MIF
554
Mediolanum International Funds
Ireland
$2.27M -$4.96M -15,945 -69%
QCM
555
Qsemble Capital Management
New York
$2.26M +$2.18M +7,008 New
TE
556
Tema ETFs
New York
$2.26M +$1.36M +4,363 +166%
MFG
557
Merit Financial Group
Georgia
$2.25M +$1.1M +3,531 +103%
RFN
558
RDA Financial Network
Iowa
$2.23M -$37.6K -121 -2%
EI
559
EDMP Inc
Florida
$2.22M +$30.8K +99 +1%
CAM
560
Close Asset Management
United Kingdom
$2.21M -$115M -368,370 -98%
VT
561
Vise Technologies
New York
$2.17M +$259K +834 +14%
KWA
562
Kingswood Wealth Advisors
California
$2.16M -$175K -564 -8%
CP
563
Castleview Partners
Texas
$2.15M +$959K +3,085 +87%
WA
564
Waverly Advisors
Alabama
$2.13M +$204K +655 +11%
AIM
565
AMI Investment Management
Indiana
$2.12M +$316K +1,015 +18%
RRA
566
Round Rock Advisors
Connecticut
$2.08M -$117K -375 -6%
SAW
567
Signal Advisors Wealth
Michigan
$2.08M +$1.19M +3,830 +147%
ASN
568
Advisory Services Network
Georgia
$2.08M +$807K +2,594 +68%
ECM
569
Everence Capital Management
Indiana
$2.08M -$298K -958 -13%
CAM
570
Cresset Asset Management
Illinois
$2.06M +$31.1K +100 +2%
IIA
571
IPG Investment Advisors
California
$2.05M +$1.98M +6,355 New
LCM
572
Legato Capital Management
California
$2.03M +$265K +853 +16%
OAM
573
Oppenheimer Asset Management
New York
$2.02M -$3.2M -10,300 -62%
William Blair & Company
574
William Blair & Company
Illinois
$2M -$22.7K -73 -1%
FWIA
575
Fort Washington Investment Advisors
Ohio
$1.99M +$88.3K +284 +5%

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.