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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
FW
826
FullCircle Wealth
Texas
$702K +$933 +3 +0.1%
AC
827
Apella Capital
Connecticut
$690K +$18.4K +59 +3%
CCA
828
Checchi Capital Advisers
California
$686K -$252K -809 -28%
CCM
829
Chiron Capital Management
Florida
$679K +$654K +2,102 New
GCP
830
GSA Capital Partners
United Kingdom
$673K +$286K +919 +79%
PFPT
831
Pinnacle Financial Partners (Tennessee)
Tennessee
$672K -$263K -847 -29%
MC
832
Machina Capital
France
$672K +$647K +2,079 New
LIM
833
Longfellow Investment Management
Massachusetts
$671K +$301K +968 +87%
EWA
834
EverSource Wealth Advisors
Alabama
$667K -$123K -397 -16%
HCM
835
Howard Capital Management
Georgia
$667K +$126K +404 +24%
UB
836
UMB Bank
Missouri
$666K -$53.2K -171 -8%
AIP
837
Ameritas Investment Partners
Nebraska
$663K -$25.2K -81 -4%
TWP
838
Tempus Wealth Planning
California
$662K +$637K +2,049 New
BCM
839
Brookstone Capital Management
Illinois
$659K -$2.57M -8,259 -80%
RFC
840
Regions Financial Corp
Alabama
$655K -$137K -439 -18%
GIM
841
Generali Investments Management
Slovenia
$653K
NGA
842
Naples Global Advisors
Florida
$651K +$352K +1,133 +129%
GPA
843
Garrison Point Advisors
California
$646K
NSEDCP
844
NJ State Employees Deferred Compensation Plan
New Jersey
$646K
LA
845
LM Advisors
California
$646K +$311K +1,000 +100%
RGF
846
Retirement Guys Formula
Ohio
$641K -$690K -2,220 -53%
MWM
847
Modern Wealth Management
Kansas
$639K +$13.1K +42 +2%
KCM
848
Kennedy Capital Management
Missouri
$639K -$143K -460 -19%
LAM
849
LOM Asset Management
$637K -$7.78K -25 -1%
MWP
850
Meriwether Wealth & Planning
Louisiana
$636K -$49.1K -158 -7%

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.