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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
ANTB
676
AMG National Trust Bank
Colorado
$1.27M -$6.22K -20 -0.5%
XT
677
XTX Topco
Cayman Islands
$1.26M +$1.22M +3,914 New
SMC
678
Smith, Moore & Co
Missouri
$1.26M -$6.84K -22 -0.6%
4WM
679
44 Wealth Management
Oregon
$1.25M +$320K +1,028 +36%
CIC
680
Cornercap Investment Counsel
Georgia
$1.25M -$20.2K -65 -2%
HFA
681
Hutchinson Financial Advisors
Virginia
$1.25M +$33.6K +108 +3%
RCAG
682
Rehmann Capital Advisory Group
Michigan
$1.24M +$103K +332 +9%
OCAM
683
Onex Canada Asset Management
Ontario, Canada
$1.23M -$56.9K -183 -5%
FFWA
684
FRG Family Wealth Advisors
Washington
$1.23M
CTA
685
Chesley Taft & Associates
Illinois
$1.23M
GRP
686
Global Retirement Partners
California
$1.23M -$42.6K -137 -3%
EFS
687
Essex Financial Services
Connecticut
$1.22M -$413K -1,328 -26%
IAS
688
IMA Advisory Services
Colorado
$1.21M +$35.1K +113 +3%
RBI
689
Raiffeisen Bank International
Austria
$1.21M +$613K +1,971 +108%
CFO
690
Callan Family Office
Pennsylvania
$1.21M -$239K -769 -17%
HA
691
Hofer & Associates
California
$1.21M -$70K -225 -6%
VCM
692
Virtue Capital Management
Tennessee
$1.2M +$2.9M +9,319 +1,172%
SG Americas Securities
693
SG Americas Securities
New York
$1.2M -$32.8M -105,403 -97%
AWM
694
Apollon Wealth Management
South Carolina
$1.19M +$79.3K +255 +7%
PA
695
Pinnacle Associates
New York
$1.18M +$58.5K +188 +5%
MOS
696
MGO One Seven
Ohio
$1.17M +$274K +880 +32%
IAN
697
Integrated Advisors Network
Texas
$1.17M +$12.1K +39 +1%
GP
698
Guardian Partners
Canada
$1.17M
KCM
699
Kornitzer Capital Management
Kansas
$1.14M +$1.55K +5 +0.1%
FTWA
700
Fifth Third Wealth Advisors
Ohio
$1.13M -$130K -417 -11%

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.