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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
GI
776
GAMMA Investing
California
$859K -$88.6K -285 -10%
ADL
777
Asset Dedication LLC
California
$855K -$622 -2 -0.1%
SC
778
Searle & Co
Connecticut
$842K
GIC
779
Generali Investments CEE
Czech Republic
$840K
BIG
780
Brooklyn Investment Group
New York
$839K -$19K -61 -3%
AWM
781
AE Wealth Management
Kansas
$837K -$130K -418 -14%
1C
782
111 Capital
France
$820K +$789K +2,537 New
NP
783
NorthRock Partners
Minnesota
$811K +$91.1K +293 +13%
PWP
784
Principle Wealth Partners
Connecticut
$807K
OC
785
Oppenheimer & Co
New York
$801K -$947K -3,044 -55%
LFA
786
Legacy Financial Advisors
Kentucky
$800K +$63.1K +203 +9%
SAM
787
Smartleaf Asset Management
Massachusetts
$797K +$149K +478 +24%
SC
788
Syon Capital
California
$790K -$536K -1,723 -41%
MYAM
789
Meiji Yasuda Asset Management
Japan
$789K +$15.9K +51 +2%
SAM
790
Smithbridge Asset Management
Pennsylvania
$789K
AI
791
Axecap Investments
Ohio
$784K -$31.1K -100 -4%
IIL
792
Insight Inv LLC
California
$783K -$44.8K -144 -6%
FT
793
Fiduciary Trust
Massachusetts
$782K +$19.6K +63 +3%
MA
794
Mutual Advisors
Nebraska
$782K -$34.8K -112 -5%
CC
795
Chicago Capital
Illinois
$782K +$71.5K +230 +11%
SCA
796
Snowden Capital Advisors
New York
$778K -$139K -447 -16%
SWP
797
Strategic Wealth Partners
Ohio
$778K -$563K -1,811 -43%
BWP
798
Barlow Wealth Partners
Kentucky
$763K -$5.43M -17,461 -89%
TWM
799
Trueblood Wealth Management
Ohio
$761K -$2.18K -7 -0.3%
CF
800
Convergence Financial
Missouri
$758K +$128K +413 +21%

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.