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Elevance Health

1,477 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 521 increasing their positions, 594 reducing their positions, and 218 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:

12% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 594

20% less capital invested

Capital invested by funds: $79.3B → $63.2B (-$16.1B)

24% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 218

Holders
1,477
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
RSWM
751
Robertson Stephens Wealth Management
California
$881K
PCM
752
Polymer Capital Management
New York
$873K
PFA
753
Pure Financial Advisors
California
$872K
TBC
754
Tweedy, Browne Co
Connecticut
$871K
TAM
755
Trust Asset Management
Texas
$869K
FIA
756
Foundations Investment Advisors
Arizona
$867K
GSEP
757
Golden State Equity Partners
California
$865K
MCC
758
Money Concepts Capital
Florida
$862K
WC
759
Whitney & Co
New York
$860K
GI
760
GAMMA Investing
California
$859K
ADL
761
Asset Dedication LLC
California
$855K
SC
762
Searle & Co
Connecticut
$842K
GIC
763
Generali Investments CEE
Czech Republic
$840K
BIG
764
Brooklyn Investment Group
New York
$839K
AWM
765
AE Wealth Management
Kansas
$837K
1C
766
111 Capital
France
$820K
NP
767
NorthRock Partners
Minnesota
$811K
PWP
768
Principle Wealth Partners
Connecticut
$807K
OC
769
Oppenheimer & Co
New York
$801K
LFA
770
Legacy Financial Advisors
Kentucky
$800K
SAM
771
Smartleaf Asset Management
Massachusetts
$797K
SC
772
Syon Capital
California
$790K
MYAM
773
Meiji Yasuda Asset Management
Japan
$789K
SAM
774
Smithbridge Asset Management
Pennsylvania
$789K
AI
775
Axecap Investments
Ohio
$784K