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Elevance Health

1,492 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, 525 increasing their positions, 603 reducing their positions, and 220 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: 525 | Existing positions reduced: 603

21% less capital invested

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

25% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 220

Holders
1,492
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
LIM
726
Leavell Investment Management
Alabama
$997K
AA
727
ALPS Advisors
Colorado
$995K
TPCW
728
TD Private Client Wealth
New York
$986K
DCA
729
DSG Capital Advisors
Minnesota
$981K
AIM
730
Acropolis Investment Management
Missouri
$973K
CUAMC
731
China Universal Asset Management Company
China
$969K
IHL
732
Investment House LLC
California
$969K
FFM
733
Forum Financial Management
Illinois
$960K
SFFS
734
Stonehage Fleming Financial Services
Jersey
$959K
AFCM
735
Applied Finance Capital Management
Puerto Rico
$958K
GWMR
736
GC Wealth Management RIA
Massachusetts
$958K
CA
737
Commerzbank Aktiengesellschaft
Germany
$957K
IAA
738
Independent Advisor Alliance
North Carolina
$952K
PCA
739
Pallas Capital Advisors
Massachusetts
$951K
AF
740
Allworth Financial
California
$940K
PA
741
Profund Advisors
Maryland
$938K
GLLW
742
Graves Light Lenhart Wealth
Virginia
$937K
CL
743
CSS LLC
Illinois
$937K
OPTFSNA
744
Old Point Trust & Financial Services N A
Virginia
$933K
MWM
745
Mission Wealth Management
California
$929K
SWP
746
Stratos Wealth Partners
Ohio
$926K
IFWM
747
Institute for Wealth Management
Colorado
$915K
CAG
748
Cypress Advisory Group
Arizona
$914K
SF
749
Summit Financial
New Jersey
$914K
FLPIM
750
F.L. Putnam Investment Management
Massachusetts
$912K