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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
GLLW
751
Graves Light Lenhart Wealth
Virginia
$937K +$25.8K +83 +3%
CL
752
CSS LLC
Illinois
$937K +$52.9K +170 +6%
OPTFSNA
753
Old Point Trust & Financial Services N A
Virginia
$933K +$367K +1,180 +69%
MWM
754
Mission Wealth Management
California
$929K -$126K -405 -12%
SWP
755
Stratos Wealth Partners
Ohio
$926K +$263K +846 +42%
LSA
756
Leonteq Securities AG
Switzerland
$925K +$669K +2,150 +302%
IFWM
757
Institute for Wealth Management
Colorado
$915K -$7.46K -24 -0.8%
CAG
758
Cypress Advisory Group
Arizona
$914K -$205K -659 -19%
SF
759
Summit Financial
New Jersey
$914K +$880K +2,828 New
FLPIM
760
F.L. Putnam Investment Management
Massachusetts
$912K -$95.8K -308 -10%
Empower Advisory Group
761
Empower Advisory Group
Colorado
$905K -$31.1K -100 -3%
HWA
762
Heritage Wealth Advisors
Virginia
$902K
FRA
763
Frank Rimerman Advisors
California
$902K -$252K -809 -22%
QCG
764
Quadrant Capital Group
Ohio
$897K +$2.49K +8 +0.3%
IP
765
Intellectus Partners
California
$889K -$283K -910 -25%
JSW
766
Journey Strategic Wealth
New Jersey
$885K +$140K +450 +20%
RSWM
767
Robertson Stephens Wealth Management
California
$881K -$46.7K -150 -5%
PCM
768
Polymer Capital Management
New York
$873K +$648K +2,084 +337%
PFA
769
Pure Financial Advisors
California
$872K -$15.9K -51 -2%
TBC
770
Tweedy, Browne Co
Connecticut
$871K +$839K +2,696 New
TAM
771
Trust Asset Management
Texas
$869K
FIA
772
Foundations Investment Advisors
Arizona
$867K -$253K -815 -23%
GSEP
773
Golden State Equity Partners
California
$865K +$451K +1,450 +118%
MCC
774
Money Concepts Capital
Florida
$862K +$58.8K +189 +8%
WC
775
Whitney & Co
New York
$860K

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.