ELV icon

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
SMH
851
Sanders Morris Harris
Texas
$614K
VI
852
Versor Investments
New York
$613K
OWA
853
Octavia Wealth Advisors
Ohio
$613K
LS
854
Livforsakringsbolaget Skandia
Sweden
$613K
FFG
855
Frisch Financial Group
New York
$608K
TFG
856
Taylor Financial Group
Virginia
$603K
AC
857
AXQ Capital
New Jersey
$601K
GC
858
Garde Capital
Washington
$598K
EWM
859
Empirical Wealth Management
Washington
$597K
SMA
860
Sage Mountain Advisors
Georgia
$597K
FPL
861
Fortress Private Ledger
North Carolina
$596K
PP
862
PDS Planning
Ohio
$593K
CNBT
863
Canandaigua National Bank & Trust
New York
$593K
Fuller & Thaler Asset Management
864
Fuller & Thaler Asset Management
California
$588K
MCC
865
Malaga Cove Capital
California
$585K
HHRDM
866
H&H Retirement Design & Management
Nevada
$584K
TRCT
867
Tower Research Capital (TRC)
New York
$584K
HI
868
Humankind Investments
New York
$583K
SWM
869
Sendero Wealth Management
Texas
$582K
VAG
870
VisionPoint Advisory Group
Texas
$581K
P
871
Pitcairn
Pennsylvania
$577K
KF
872
Krilogy Financial
Missouri
$577K
AO
873
Advisor OS
Illinois
$573K
WSFS
874
Wilmington Savings Fund Society
Delaware
$572K
JIC
875
Joel Isaacson & Co
New York
$570K