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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
LTAS
876
Linden Thomas Advisory Services
North Carolina
$569K
JIR
877
James Investment Research
Ohio
$569K
I
878
InvesTrust
Oklahoma
$568K
JCM
879
Jacobi Capital Management
Pennsylvania
$568K
PHS
880
Pekin Hardy Strauss
Illinois
$567K
PWMAG
881
Pinnacle Wealth Management Advisory Group
New Jersey
$566K
BB
882
Busey Bank
Illinois
$559K
APW
883
Austin Private Wealth
Texas
$559K
DA
884
Detalus Advisors
Missouri
$558K
EI
885
Ellevest Inc
New York
$555K
MA
886
MJP Associates
Connecticut
$554K
RA
887
RFG Advisory
Alabama
$553K
NFA
888
Northern Financial Advisors
Michigan
$553K
1SB
889
1ST Source Bank
Indiana
$552K
WPC
890
Wedmont Private Capital
Pennsylvania
$551K
BF
891
Brogan Financial
Tennessee
$545K
LI
892
LRI Investments
Florida
$545K
SRC
893
Shufro Rose & Co
New York
$544K
HI
894
Harbour Investments
Wisconsin
$542K
FGWP
895
Founders Grove Wealth Partners
Virginia
$540K
VFP
896
Verus Financial Partners
Virginia
$539K
II
897
Impact Investors
California
$537K
SPC
898
Sigma Planning Corp
Michigan
$537K
TCA
899
Transcend Capital Advisors
New Jersey
$537K
KFGK
900
Keystone Financial Group (Kentucky)
Kentucky
$535K