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Elevance Health

1,500 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, 529 increasing their positions, 605 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: 605

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
SC
627
Savant Capital
Illinois
$1.5M
BJL
628
Brighton Jones LLC
Washington
$1.5M
IIM
629
Intact Investment Management
Quebec, Canada
$1.49M
CWA
630
Crux Wealth Advisors
California
$1.48M
HAG
631
HighPoint Advisor Group
Illinois
$1.47M
CGPCS
632
Capital Group Private Client Services
California
$1.47M
CFIA
633
Cantor Fitzgerald Investment Advisors
New York
$1.46M
BFA
634
Bragg Financial Advisors
North Carolina
$1.45M
PL
635
Polianta Ltd
Jersey
$1.45M
TCPW
636
Twin City Private Wealth
North Carolina
$1.45M
MNBTD
637
Moody National Bank Trust Division
Texas
$1.45M
CSP
638
Cary Street Partners
Virginia
$1.44M
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$1.44M
GHA
640
Granite Harbor Advisors
Texas
$1.44M
BCWM
641
Bartlett & Co Wealth Management
Ohio
$1.42M
CHAM
642
Clear Harbor Asset Management
Connecticut
$1.42M
JF
643
Jump Financial
Illinois
$1.42M
BSB
644
Bangor Savings Bank
Maine
$1.42M
LI
645
LMCG Investments
Massachusetts
$1.42M
WCBA
646
Weaver C. Barksdale & Associates
Tennessee
$1.41M
UCI
647
Uncommon Cents Investing
Wisconsin
$1.41M
OA
648
Oak Associates
Ohio
$1.41M
Lido Advisors
649
Lido Advisors
California
$1.41M
CL
650
Choreo LLC
Illinois
$1.4M