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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
Empower Advisory Group
751
Empower Advisory Group
Colorado
$905K
HWA
752
Heritage Wealth Advisors
Virginia
$902K
FRA
753
Frank Rimerman Advisors
California
$902K
QCG
754
Quadrant Capital Group
Ohio
$897K
IP
755
Intellectus Partners
California
$889K
JSW
756
Journey Strategic Wealth
New Jersey
$885K
RSWM
757
Robertson Stephens Wealth Management
California
$881K
PCM
758
Polymer Capital Management
New York
$873K
PFA
759
Pure Financial Advisors
California
$872K
TBC
760
Tweedy, Browne Co
Connecticut
$871K
TAM
761
Trust Asset Management
Texas
$869K
FIA
762
Foundations Investment Advisors
Arizona
$867K
GSEP
763
Golden State Equity Partners
California
$865K
MCC
764
Money Concepts Capital
Florida
$862K
WC
765
Whitney & Co
New York
$860K
GI
766
GAMMA Investing
California
$859K
ADL
767
Asset Dedication LLC
California
$855K
SC
768
Searle & Co
Connecticut
$842K
GIC
769
Generali Investments CEE
Czech Republic
$840K
BIG
770
Brooklyn Investment Group
New York
$839K
AWM
771
AE Wealth Management
Kansas
$837K
1C
772
111 Capital
France
$820K
NP
773
NorthRock Partners
Minnesota
$811K
PWP
774
Principle Wealth Partners
Connecticut
$807K
OC
775
Oppenheimer & Co
New York
$801K