ELV icon

Elevance Health

1,492 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 525 increasing their positions, 603 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

less funds holding

Funds holding:

13% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 603

21% less capital invested

Capital invested by funds: $79.5B → $63.2B (-$16.3B)

25% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 220

Holders
1,492
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$953M
Puts
$837M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
626
Johnson Investment Counsel
Ohio
$1.5M
BJL
627
Brighton Jones LLC
Washington
$1.5M
IIM
628
Intact Investment Management
Quebec, Canada
$1.49M
CWA
629
Crux Wealth Advisors
California
$1.48M
HAG
630
HighPoint Advisor Group
Illinois
$1.47M
CGPCS
631
Capital Group Private Client Services
California
$1.47M
CFIA
632
Cantor Fitzgerald Investment Advisors
New York
$1.46M
BFA
633
Bragg Financial Advisors
North Carolina
$1.45M
PL
634
Polianta Ltd
Jersey
$1.45M
TCPW
635
Twin City Private Wealth
North Carolina
$1.45M
MNBTD
636
Moody National Bank Trust Division
Texas
$1.45M
CSP
637
Cary Street Partners
Virginia
$1.44M
PFGIA
638
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M
GHA
639
Granite Harbor Advisors
Texas
$1.44M
BCWM
640
Bartlett & Co Wealth Management
Ohio
$1.42M
CHAM
641
Clear Harbor Asset Management
Connecticut
$1.42M
JF
642
Jump Financial
Illinois
$1.42M
BSB
643
Bangor Savings Bank
Maine
$1.42M
LI
644
LMCG Investments
Massachusetts
$1.42M
WCBA
645
Weaver C. Barksdale & Associates
Tennessee
$1.41M
UCI
646
Uncommon Cents Investing
Wisconsin
$1.41M
OA
647
Oak Associates
Ohio
$1.41M
Lido Advisors
648
Lido Advisors
California
$1.41M
CL
649
Choreo LLC
Illinois
$1.4M
CBA
650
Coastal Bridge Advisors
Connecticut
$1.4M