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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
BOM
926
Bank of Marin
California
$472K
OPWM
927
Oregon Pacific Wealth Management
Oregon
$471K
Walleye Trading
928
Walleye Trading
New York
$469K
BWCS
929
Beirne Wealth Consulting Services
Connecticut
$466K
PI
930
PFG Investments
New York
$463K
OQS
931
Occudo Quantitative Strategies
Florida
$461K
NWMG
932
National Wealth Management Group
Ohio
$459K
GKWIM
933
Gerber Kawasaki Wealth & Investment Management
California
$459K
CL
934
CVFG LLC
Indiana
$457K
USCWA
935
U.S. Capital Wealth Advisors
Texas
$453K
BP
936
Ballentine Partners
Massachusetts
$452K
MMA
937
Miracle Mile Advisors
California
$451K
CWM
938
Centric Wealth Management
Illinois
$449K
HKIMG
939
Hutchens & Kramer Investment Management Group
Indiana
$449K
PMSA
940
Patrick M. Sweeney & Associates
Illinois
$448K
PCMH
941
Polymer Capital Management (HK)
Hong Kong
$448K
CRI
942
Colonial River Investments
Virginia
$447K
AWM
943
Axxcess Wealth Management
California
$447K
AWM
944
Arista Wealth Management
Nevada
$446K
Fisher Asset Management
945
Fisher Asset Management
Washington
$444K
WAG
946
Wheelhouse Advisory Group
Missouri
$441K
LRIA
947
Leonard Rickey Investment Advisors
Washington
$439K
CWM
948
Centurion Wealth Management
Virginia
$437K
THCM
949
Taylor Hoffman Capital Management
Virginia
$437K
VA
950
Valmark Advisers
Ohio
$435K