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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
YIA
601
YHB Investment Advisors
Connecticut
$1.77M
SCA
602
Stonebridge Capital Advisors
Minnesota
$1.76M -$30.5K -98 -2%
HF
603
HRT Financial
New York
$1.75M +$1.68M +5,406 New
DADC
604
D.A. Davidson & Co
Montana
$1.74M +$165K +532 +11%
DFC
605
DB Fitzpatrick & Co
Idaho
$1.74M +$320K +1,028 +24%
STA
606
Summit Trail Advisors
New York
$1.74M +$198K +638 +13%
TFA
607
Toth Financial Advisory
Virginia
$1.73M -$562K -1,808 -25%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$1.72M -$60K -193 -4%
BPA
609
Beacon Pointe Advisors
California
$1.71M +$416K +1,336 +34%
GT
610
Greenleaf Trust
Michigan
$1.7M -$221K -709 -12%
MW
611
Maia Wealth
Colorado
$1.69M -$309K -992 -15%
KIA
612
KCM Investment Advisors
California
$1.69M -$36.4K -117 -2%
PEAK6
613
PEAK6
Illinois
$1.69M +$705K +2,267 +77%
ECM
614
Eisler Capital Management
United Kingdom
$1.68M +$1.01M +3,235 +165%
LT
615
Legacy Trust
Michigan
$1.67M -$7.46K -24 -0.5%
CG
616
Caprock Group
Idaho
$1.64M +$1.6M +5,140 New
EAM
617
Erste Asset Management
Austria
$1.63M -$2.55M -8,193 -62%
VLKIM
618
Van Lanschot Kempen Investment Management
Netherlands
$1.63M -$3.27M -10,517 -68%
PWM
619
Power Wealth Management
Georgia
$1.62M +$303K +974 +24%
GM
620
GeoWealth Management
Illinois
$1.62M +$1.04M +3,328 +199%
TS
621
Triglav Skladi
Slovenia
$1.61M
BTI
622
Blue Trust Inc
Georgia
$1.6M -$16.5K -53 -1%
AAMU
623
APG Asset Management US
New York
$1.59M
TIAA Trust, National Association
624
TIAA Trust, National Association
North Carolina
$1.59M -$583K -1,874 -28%
FAM
625
Fulcrum Asset Management
United Kingdom
$1.59M -$805K -2,589 -34%

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.