We are live on ! Find out more
ELV icon

Elevance Health

1,510 hedge funds and large institutions have $63.3B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 531 increasing their positions, 608 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $953M | Put options by funds: $837M

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

3.76% less ownership

Funds ownership: 90.78%87.02% (-3.8%)

5% less funds holding

Funds holding: 1,5891,510 (-79)

13% less repeat investments, than reductions

Existing positions increased: 531 | Existing positions reduced: 608

21% less capital invested

Capital invested by funds: $79.7B → $63.3B (-$16.4B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 223

Holders
1,510
Holders Change
-79
Holders Change %
-4.97%
% of All Funds
19.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
165
Increased
531
Reduced
608
Closed
223
Calls
$953M
Puts
$837M
Net Calls
+$117M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
UCB
926
United Community Bank
South Carolina
$501K -$9.02K -29 -2%
TNB
927
Thomasville National Bank
Georgia
$501K -$1.55K -5 -0.3%
RIA
928
Richwood Investment Advisors
Ohio
$498K -$98K -315 -17%
FMB
929
Field & Main Bank
Kentucky
$498K +$464K +1,492 +2,984%
PTC
930
Private Trust Company
Ohio
$497K -$23.3K -75 -5%
NW
931
Naviter Wealth
Arkansas
$496K -$136K -436 -22%
BC
932
Bayforest Capital
United Kingdom
$493K +$45.4K +146 +11%
MC
933
Middleton & Co
Massachusetts
$493K
CRC
934
Curi RMB Capital
Illinois
$489K -$52.6K -169 -10%
CTC
935
Central Trust Company
Missouri
$489K -$66.6K -214 -12%
MSWM
936
Mowery & Schoenfeld Wealth Management
Illinois
$488K
T. Rowe Price Investment Management
937
T. Rowe Price Investment Management
Maryland
$488K -$647K -2,080 -58%
BBA
938
Baader Bank Aktiengesellschaft
Germany
$487K +$201K +646 +72%
MG
939
Marex Group
$485K +$467K +1,500 New
MSAM
940
Moloney Securities Asset Management
Missouri
$478K -$6.84K -22 -1%
NCM
941
Narwhal Capital Management
Georgia
$478K -$590K -1,897 -56%
KCM
942
Kathmere Capital Management
Pennsylvania
$476K -$258K -828 -36%
LA
943
Lifeworks Advisors
Michigan
$475K +$54.4K +175 +14%
BOM
944
Bank of Marin
California
$472K -$244K -783 -35%
OPWM
945
Oregon Pacific Wealth Management
Oregon
$471K +$60.3K +194 +15%
Walleye Trading
946
Walleye Trading
New York
$469K -$399K -1,284 -47%
BWCS
947
Beirne Wealth Consulting Services
Connecticut
$466K +$448K +1,442 New
PI
948
PFG Investments
New York
$463K +$7.46K +24 +2%
OQS
949
Occudo Quantitative Strategies
Florida
$461K +$153K +492 +53%
NWMG
950
National Wealth Management Group
Ohio
$459K +$442K +1,420 New

ELV Hedge Fund Activity: Q3 2025 in Review

1,510 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2025, worth a combined $63.3B — down 21% from $79.7B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of ELV and 165 opened new positions — a net loss of 58 holders — while 608 trimmed existing stakes and 531 added.

The largest buyer was Harris Associates, adding an estimated $281M. The largest seller was Capital International Investors, cutting an estimated $1.1B.

  • 1,510 institutional investors held Elevance Health (ELV) as of Q3 2025, down from 1,589 in Q2 2025.
  • Funds reported $63.3B of Elevance Health stock for Q3 2025, down 21% quarter-over-quarter.
  • 165 funds opened new Elevance Health positions in Q3 2025 and 223 closed out, a net change of -58 holders.
  • The largest Elevance Health buyer in Q3 2025 was Harris Associates, an estimated $281M added.
  • The largest Elevance Health seller in Q3 2025 was Capital International Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2025.