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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
TAM
726
Todd Asset Management
Kentucky
$1.03M
VIM
727
Vinva Investment Management
Australia
$1.03M -$1.11M -3,569 -53%
CM
728
Caption Management
Oklahoma
$1.02M +$980K +3,150 New
LIA
729
LS Investment Advisors
Michigan
$1.02M +$980K +3,150 New
KIA
730
Knollwood Investment Advisory
Maryland
$1.01M -$8.4K -27 -0.9%
RWM
731
Ritholtz Wealth Management
New York
$1.01M +$34.2K +110 +4%
SL
732
Sentry LLC
Tennessee
$1.01M -$13.7K -44 -1%
WA
733
Wealth Architects
California
$998K -$16.5K -53 -2%
LIM
734
Leavell Investment Management
Alabama
$997K -$42.6K -137 -4%
AA
735
ALPS Advisors
Colorado
$995K -$232K -747 -20%
TPCW
736
TD Private Client Wealth
New York
$986K -$154K -495 -14%
DCA
737
DSG Capital Advisors
Minnesota
$981K -$305K -982 -24%
AIM
738
Acropolis Investment Management
Missouri
$973K +$57.8K +186 +8%
CUAMC
739
China Universal Asset Management Company
China
$969K -$187K -600 -17%
IHL
740
Investment House LLC
California
$969K +$933K +3,000 New
FFM
741
Forum Financial Management
Illinois
$960K +$10.3K +33 +1%
SFFS
742
Stonehage Fleming Financial Services
Jersey
$959K +$210K +675 +29%
AFCM
743
Applied Finance Capital Management
Puerto Rico
$958K +$64.7K +208 +8%
GWMR
744
GC Wealth Management RIA
Massachusetts
$958K +$102K +329 +12%
CA
745
Commerzbank Aktiengesellschaft
Germany
$957K
IAA
746
Independent Advisor Alliance
North Carolina
$952K -$175K -562 -16%
PCA
747
Pallas Capital Advisors
Massachusetts
$951K +$729K +2,343 +391%
DCM
748
DGS Capital Management
New Jersey
$948K -$230K -741 -20%
AF
749
Allworth Financial
California
$940K -$68.1K -219 -7%
PA
750
Profund Advisors
Maryland
$938K +$5.91K +19 +0.7%

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.