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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
HHRDM
876
H&H Retirement Design & Management
Nevada
$584K +$12.1K +39 +2%
TRCT
877
Tower Research Capital (TRC)
New York
$584K -$1.39M -4,471 -71%
HI
878
Humankind Investments
New York
$583K +$142K +455 +34%
SWM
879
Sendero Wealth Management
Texas
$582K -$13.1K -42 -2%
VAG
880
VisionPoint Advisory Group
Texas
$581K +$130K +418 +30%
P
881
Pitcairn
Pennsylvania
$577K -$104K -334 -16%
KF
882
Krilogy Financial
Missouri
$577K +$564K +1,814 New
AO
883
Advisor OS
Illinois
$573K +$31.7K +102 +6%
WSFS
884
Wilmington Savings Fund Society
Delaware
$572K -$550K -1,768 -50%
JIC
885
Joel Isaacson & Co
New York
$570K +$171K +550 +45%
LTAS
886
Linden Thomas Advisory Services
North Carolina
$569K -$1.87K -6 -0.3%
JIR
887
James Investment Research
Ohio
$569K -$37K -119 -6%
I
888
InvesTrust
Oklahoma
$568K
JCM
889
Jacobi Capital Management
Pennsylvania
$568K +$139K +446 +34%
PHS
890
Pekin Hardy Strauss
Illinois
$567K +$546K +1,755 New
PWMAG
891
Pinnacle Wealth Management Advisory Group
New Jersey
$566K -$37.3K -120 -6%
BB
892
Busey Bank
Illinois
$559K +$44.2K +142 +9%
APW
893
Austin Private Wealth
Texas
$559K -$27.1K -87 -5%
DA
894
Detalus Advisors
Missouri
$558K +$9.64K +31 +2%
EI
895
Ellevest Inc
New York
$555K +$40.1K +129 +8%
MA
896
MJP Associates
Connecticut
$554K +$58.5K +188 +12%
RA
897
RFG Advisory
Alabama
$553K -$50.4K -162 -9%
NFA
898
Northern Financial Advisors
Michigan
$553K -$99.8K -321 -16%
1SB
899
1ST Source Bank
Indiana
$552K -$37.3K -120 -7%
WPC
900
Wedmont Private Capital
Pennsylvania
$551K +$55.7K +179 +13%

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.