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Elevance Health

1,500 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, 529 increasing their positions, 605 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: 605

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
KF
876
Krilogy Financial
Missouri
$577K
AO
877
Advisor OS
Illinois
$573K
WSFS
878
Wilmington Savings Fund Society
Delaware
$572K
JIC
879
Joel Isaacson & Co
New York
$570K
LTAS
880
Linden Thomas Advisory Services
North Carolina
$569K
JIR
881
James Investment Research
Ohio
$569K
I
882
InvesTrust
Oklahoma
$568K
JCM
883
Jacobi Capital Management
Pennsylvania
$568K
PHS
884
Pekin Hardy Strauss
Illinois
$567K
PWMAG
885
Pinnacle Wealth Management Advisory Group
New Jersey
$566K
BB
886
Busey Bank
Illinois
$559K
APW
887
Austin Private Wealth
Texas
$559K
DA
888
Detalus Advisors
Missouri
$558K
EI
889
Ellevest Inc
New York
$555K
MA
890
MJP Associates
Connecticut
$554K
RA
891
RFG Advisory
Alabama
$553K
NFA
892
Northern Financial Advisors
Michigan
$553K
1SB
893
1ST Source Bank
Indiana
$552K
WPC
894
Wedmont Private Capital
Pennsylvania
$551K
BF
895
Brogan Financial
Tennessee
$545K
LI
896
LRI Investments
Florida
$545K
SRC
897
Shufro Rose & Co
New York
$544K
HI
898
Harbour Investments
Wisconsin
$542K
FGWP
899
Founders Grove Wealth Partners
Virginia
$540K
VFP
900
Verus Financial Partners
Virginia
$539K