ELV icon

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
SOS
901
Silver Oak Securities
Tennessee
$533K
RA
902
Ruggaard & Associates
Ohio
$531K
GWA
903
Gratus Wealth Advisors
Virginia
$525K
NAM
904
NorthCrest Asset Manangement
Minnesota
$524K
PL
905
Plancorp LLC
Missouri
$522K
WA
906
Wealth Alliance
New York
$515K
OFG
907
OmniStar Financial Group
North Carolina
$513K
TFA
908
Tranquilli Financial Advisor
New Jersey
$512K
CCM
909
Canal Capital Management
Virginia
$510K
GT
910
Glenview Trust
Kentucky
$508K
CW
911
CreativeOne Wealth
Kansas
$507K
CIAS
912
Capital Investment Advisory Services
North Carolina
$506K
FCP
913
Fidelis Capital Partners
Florida
$505K
SWM
914
SeaCrest Wealth Management
New York
$505K
SFM
915
Systematic Financial Management
New Jersey
$504K
UCB
916
United Community Bank
South Carolina
$501K
TNB
917
Thomasville National Bank
Georgia
$501K
RIA
918
Richwood Investment Advisors
Ohio
$498K
FMB
919
Field & Main Bank
Kentucky
$498K
PTC
920
Private Trust Company
Ohio
$497K
NW
921
Naviter Wealth
Arkansas
$496K
BC
922
Bayforest Capital
United Kingdom
$493K
MC
923
Middleton & Co
Massachusetts
$493K
CRC
924
Curi RMB Capital
Illinois
$489K
CTC
925
Central Trust Company
Missouri
$489K