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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
AWCI
626
Alpine Woods Capital Investors
New York
$1.57M
RWA
627
River Wealth Advisors
Pennsylvania
$1.56M -$2.21M -7,090 -60%
PIMJS
628
PKO Investment Management Joint-Stock
Poland
$1.52M +$218K +700 +18%
EDRH
629
Edmond de Rothschild Holding
Switzerland
$1.51M -$503K -1,616 -26%
JIC
630
Johnson Investment Counsel
Ohio
$1.5M -$224K -721 -13%
SC
631
Savant Capital
Illinois
$1.5M -$150K -482 -9%
BJL
632
Brighton Jones LLC
Washington
$1.5M +$499K +1,605 +53%
IIM
633
Intact Investment Management
Quebec, Canada
$1.49M +$345K +1,110 +32%
CWA
634
Crux Wealth Advisors
California
$1.48M +$151K +484 +12%
HAG
635
HighPoint Advisor Group
Illinois
$1.47M +$283K +909 +25%
CGPCS
636
Capital Group Private Client Services
California
$1.47M -$19.2M -61,852 -93%
CFIA
637
Cantor Fitzgerald Investment Advisors
New York
$1.46M +$1.4M +4,510 New
BFA
638
Bragg Financial Advisors
North Carolina
$1.45M -$9.64K -31 -0.7%
PL
639
Polianta Ltd
Jersey
$1.45M +$1.4M +4,500 New
TCPW
640
Twin City Private Wealth
North Carolina
$1.45M -$133K -428 -9%
MNBTD
641
Moody National Bank Trust Division
Texas
$1.45M +$95.2K +306 +7%
CSP
642
Cary Street Partners
Virginia
$1.44M -$1.16M -3,724 -45%
PFGIA
643
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M -$631K -2,030 -31%
GHA
644
Granite Harbor Advisors
Texas
$1.44M +$79K +254 +6%
BCWM
645
Bartlett & Co Wealth Management
Ohio
$1.42M -$46.3K -149 -3%
CHAM
646
Clear Harbor Asset Management
Connecticut
$1.42M +$123K +397 +10%
JF
647
Jump Financial
Illinois
$1.42M +$1.37M +4,396 New
BSB
648
Bangor Savings Bank
Maine
$1.42M -$7.78K -25 -0.6%
LI
649
LMCG Investments
Massachusetts
$1.42M -$165K -531 -11%
WCBA
650
Weaver C. Barksdale & Associates
Tennessee
$1.41M -$86.5K -278 -6%

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.