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Elevance Health

1,477 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 521 increasing their positions, 594 reducing their positions, and 218 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:

12% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 594

20% less capital invested

Capital invested by funds: $79.3B → $63.2B (-$16.1B)

24% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 218

Holders
1,477
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
TFA
901
Tranquilli Financial Advisor
New Jersey
$512K
GT
902
Glenview Trust
Kentucky
$508K
CW
903
CreativeOne Wealth
Kansas
$507K
CIAS
904
Capital Investment Advisory Services
North Carolina
$506K
FCP
905
Fidelis Capital Partners
Florida
$505K
SWM
906
SeaCrest Wealth Management
New York
$505K
SFM
907
Systematic Financial Management
New Jersey
$504K
UCB
908
United Community Bank
South Carolina
$501K
TNB
909
Thomasville National Bank
Georgia
$501K
RIA
910
Richwood Investment Advisors
Ohio
$498K
FMB
911
Field & Main Bank
Kentucky
$498K
PTC
912
Private Trust Company
Ohio
$497K
NW
913
Naviter Wealth
Arkansas
$496K
BC
914
Bayforest Capital
United Kingdom
$493K
MC
915
Middleton & Co
Massachusetts
$493K
CRC
916
Curi RMB Capital
Illinois
$489K
CTC
917
Central Trust Company
Missouri
$489K
MSWM
918
Mowery & Schoenfeld Wealth Management
Illinois
$488K
T. Rowe Price Investment Management
919
T. Rowe Price Investment Management
Maryland
$488K
BBA
920
Baader Bank Aktiengesellschaft
Germany
$487K
MG
921
Marex Group
$485K
MSAM
922
Moloney Securities Asset Management
Missouri
$478K
NCM
923
Narwhal Capital Management
Georgia
$478K
KCM
924
Kathmere Capital Management
Pennsylvania
$476K
LA
925
Lifeworks Advisors
Michigan
$475K