ELV icon

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
PWM
951
Perigon Wealth Management
California
$434K
HB
952
Horizon Bancorp
Indiana
$433K
ICP
953
Ilex Capital Partners
United Kingdom
$431K
DJSG
954
D.J. St. Germain
Massachusetts
$431K
CI
955
Conning Inc
Connecticut
$429K
CWS
956
Confluence Wealth Services
Pennsylvania
$428K
HR
957
Hardy Reed
Mississippi
$427K
BBHC
958
Brown Brothers Harriman & Co
New York
$427K
JHC
959
J. Hagan Capital
Kentucky
$426K
SIC
960
Salem Investment Counselors
North Carolina
$424K
PFS
961
Prospera Financial Services
Texas
$422K
AIA
962
Affinity Investment Advisors
California
$422K
FB
963
Finward Bancorp
Indiana
$421K
Dodge & Cox
964
Dodge & Cox
California
$420K
AWM
965
Avior Wealth Management
Nebraska
$418K
EWM
966
Evermay Wealth Management
Virginia
$416K
HWMG
967
Hurlow Wealth Management Group
Indiana
$415K
DP
968
Dearborn Partners
Illinois
$414K
TFIPS
969
Towarzystwo Funduszy Inwestycyjnych PZU SA
$414K
KHCM
970
Kirtland Hills Capital Management
Ohio
$412K
DCM
971
Donaldson Capital Management
Indiana
$412K
BFG
972
Beacon Financial Group
Texas
$407K
CCFM
973
Clear Creek Financial Management
Washington
$407K
WB
974
WesBanco Bank
West Virginia
$406K
SWA
975
Stratos Wealth Advisors
Ohio
$406K