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Elevance Health

1,503 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, 529 increasing their positions, 606 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: 606

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
SWP
751
Stratos Wealth Partners
Ohio
$926K
LSA
752
Leonteq Securities AG
Switzerland
$925K
IFWM
753
Institute for Wealth Management
Colorado
$915K
CAG
754
Cypress Advisory Group
Arizona
$914K
SF
755
Summit Financial
New Jersey
$914K
FLPIM
756
F.L. Putnam Investment Management
Massachusetts
$912K
Empower Advisory Group
757
Empower Advisory Group
Colorado
$905K
HWA
758
Heritage Wealth Advisors
Virginia
$902K
FRA
759
Frank Rimerman Advisors
California
$902K
QCG
760
Quadrant Capital Group
Ohio
$897K
IP
761
Intellectus Partners
California
$889K
JSW
762
Journey Strategic Wealth
New Jersey
$885K
RSWM
763
Robertson Stephens Wealth Management
California
$881K
PCM
764
Polymer Capital Management
New York
$873K
PFA
765
Pure Financial Advisors
California
$872K
TBC
766
Tweedy, Browne Co
Connecticut
$871K
TAM
767
Trust Asset Management
Texas
$869K
FIA
768
Foundations Investment Advisors
Arizona
$867K
GSEP
769
Golden State Equity Partners
California
$865K
MCC
770
Money Concepts Capital
Florida
$862K
WC
771
Whitney & Co
New York
$860K
GI
772
GAMMA Investing
California
$859K
ADL
773
Asset Dedication LLC
California
$855K
SC
774
Searle & Co
Connecticut
$842K
GIC
775
Generali Investments CEE
Czech Republic
$840K