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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
UWS
701
Unique Wealth Strategies
Illinois
$1.13M -$346K -1,113 -24%
WAP
702
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$153K +493 +16%
SC
703
Sapient Capital
Indiana
$1.12M
VFA
704
Valeo Financial Advisors
Indiana
$1.12M -$47.6K -153 -4%
CF
705
Centaurus Financial
California
$1.1M +$420K +1,349 +65%
CFG
706
Citizens Financial Group
Rhode Island
$1.1M +$621K +1,997 +141%
CAM
707
Cidel Asset Management
Ontario, Canada
$1.1M +$163K +523 +18%
IB
708
Intrust Bank
Kansas
$1.09M -$271K -870 -20%
AG
709
Ascent Group
Virginia
$1.09M -$588K -1,891 -36%
VAS
710
Vestmark Advisory Solutions
Massachusetts
$1.09M +$465K +1,494 +80%
BFM
711
Boothbay Fund Management
New York
$1.09M +$1.05M +3,370 New
BEI
712
Benjamin Edwards Inc
Missouri
$1.09M +$378K +1,215 +57%
SYBT
713
Stock Yards Bank & Trust
Kentucky
$1.07M -$192K -616 -16%
GSB
714
Greenfield Savings Bank
Massachusetts
$1.07M -$282K -906 -21%
MMPW
715
Mitchell McLeod Pugh & Williams
Alabama
$1.06M -$71.5K -230 -7%
IC
716
Inkwell Capital
Florida
$1.06M -$17.7K -57 -2%
DWT
717
Dorsey & Whitney Trust
South Dakota
$1.06M -$68.7K -221 -6%
FPAS
718
Focus Partners Advisor Solutions
Missouri
$1.05M +$656K +2,109 +162%
FAM
719
Fairtree Asset Management
South Africa
$1.05M +$227K +730 +29%
ClearBridge Investments
720
ClearBridge Investments
New York
$1.04M -$393K -1,263 -28%
GBT
721
Grove Bank & Trust
Florida
$1.04M +$19.6K +63 +2%
RDFA
722
Ritter Daniher Financial Advisory
Ohio
$1.03M +$709K +2,278 +247%
PBK
723
Peoples Bank (Kansas)
Kansas
$1.03M -$103K -332 -9%
CAG
724
Csenge Advisory Group
Florida
$1.03M -$87.7K -282 -8%
PIM
725
Plato Investment Management
Australia
$1.03M -$628K -2,018 -39%

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.