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Elevance Health

1,503 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 529 increasing their positions, 606 reducing their positions, and 222 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: 529 | Existing positions reduced: 606

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
EDRH
626
Edmond de Rothschild Holding
Switzerland
$1.51M
JIC
627
Johnson Investment Counsel
Ohio
$1.5M
SC
628
Savant Capital
Illinois
$1.5M
BJL
629
Brighton Jones LLC
Washington
$1.5M
IIM
630
Intact Investment Management
Quebec, Canada
$1.49M
CWA
631
Crux Wealth Advisors
California
$1.48M
HAG
632
HighPoint Advisor Group
Illinois
$1.47M
CGPCS
633
Capital Group Private Client Services
California
$1.47M
CFIA
634
Cantor Fitzgerald Investment Advisors
New York
$1.46M
BFA
635
Bragg Financial Advisors
North Carolina
$1.45M
PL
636
Polianta Ltd
Jersey
$1.45M
TCPW
637
Twin City Private Wealth
North Carolina
$1.45M
MNBTD
638
Moody National Bank Trust Division
Texas
$1.45M
CSP
639
Cary Street Partners
Virginia
$1.44M
PFGIA
640
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M
GHA
641
Granite Harbor Advisors
Texas
$1.44M
BCWM
642
Bartlett & Co Wealth Management
Ohio
$1.42M
CHAM
643
Clear Harbor Asset Management
Connecticut
$1.42M
JF
644
Jump Financial
Illinois
$1.42M
BSB
645
Bangor Savings Bank
Maine
$1.42M
LI
646
LMCG Investments
Massachusetts
$1.42M
WCBA
647
Weaver C. Barksdale & Associates
Tennessee
$1.41M
UCI
648
Uncommon Cents Investing
Wisconsin
$1.41M
OA
649
Oak Associates
Ohio
$1.41M
Lido Advisors
650
Lido Advisors
California
$1.41M