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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
II
901
Impact Investors
California
$537K
SPC
902
Sigma Planning Corp
Michigan
$537K
TCA
903
Transcend Capital Advisors
New Jersey
$537K
KFGK
904
Keystone Financial Group (Kentucky)
Kentucky
$535K
SOS
905
Silver Oak Securities
Tennessee
$533K
RA
906
Ruggaard & Associates
Ohio
$531K
GWA
907
Gratus Wealth Advisors
Virginia
$525K
NAM
908
NorthCrest Asset Manangement
Minnesota
$524K
PL
909
Plancorp LLC
Missouri
$522K
WA
910
Wealth Alliance
New York
$515K
OFG
911
OmniStar Financial Group
North Carolina
$513K
TFA
912
Tranquilli Financial Advisor
New Jersey
$512K
CCM
913
Canal Capital Management
Virginia
$510K
GT
914
Glenview Trust
Kentucky
$508K
CW
915
CreativeOne Wealth
Kansas
$507K
CIAS
916
Capital Investment Advisory Services
North Carolina
$506K
FCP
917
Fidelis Capital Partners
Florida
$505K
SWM
918
SeaCrest Wealth Management
New York
$505K
SFM
919
Systematic Financial Management
New Jersey
$504K
UCB
920
United Community Bank
South Carolina
$501K
TNB
921
Thomasville National Bank
Georgia
$501K
RIA
922
Richwood Investment Advisors
Ohio
$498K
FMB
923
Field & Main Bank
Kentucky
$498K
PTC
924
Private Trust Company
Ohio
$497K
NW
925
Naviter Wealth
Arkansas
$496K