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Elevance Health

1,500 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, 529 increasing their positions, 605 reducing their positions, and 222 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: 529 | Existing positions reduced: 605

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
IFWM
751
Institute for Wealth Management
Colorado
$915K
CAG
752
Cypress Advisory Group
Arizona
$914K
SF
753
Summit Financial
New Jersey
$914K
FLPIM
754
F.L. Putnam Investment Management
Massachusetts
$912K
Empower Advisory Group
755
Empower Advisory Group
Colorado
$905K
HWA
756
Heritage Wealth Advisors
Virginia
$902K
FRA
757
Frank Rimerman Advisors
California
$902K
QCG
758
Quadrant Capital Group
Ohio
$897K
IP
759
Intellectus Partners
California
$889K
JSW
760
Journey Strategic Wealth
New Jersey
$885K
RSWM
761
Robertson Stephens Wealth Management
California
$881K
PCM
762
Polymer Capital Management
New York
$873K
PFA
763
Pure Financial Advisors
California
$872K
TBC
764
Tweedy, Browne Co
Connecticut
$871K
TAM
765
Trust Asset Management
Texas
$869K
FIA
766
Foundations Investment Advisors
Arizona
$867K
GSEP
767
Golden State Equity Partners
California
$865K
MCC
768
Money Concepts Capital
Florida
$862K
WC
769
Whitney & Co
New York
$860K
GI
770
GAMMA Investing
California
$859K
ADL
771
Asset Dedication LLC
California
$855K
SC
772
Searle & Co
Connecticut
$842K
GIC
773
Generali Investments CEE
Czech Republic
$840K
BIG
774
Brooklyn Investment Group
New York
$839K
AWM
775
AE Wealth Management
Kansas
$837K