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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
HKIMG
951
Hutchens & Kramer Investment Management Group
Indiana
$449K
PMSA
952
Patrick M. Sweeney & Associates
Illinois
$448K
PCMH
953
Polymer Capital Management (HK)
Hong Kong
$448K
AWM
954
Axxcess Wealth Management
California
$447K
CRI
955
Colonial River Investments
Virginia
$447K
AWM
956
Arista Wealth Management
Nevada
$446K
Fisher Asset Management
957
Fisher Asset Management
Washington
$444K
WAG
958
Wheelhouse Advisory Group
Missouri
$441K
LRIA
959
Leonard Rickey Investment Advisors
Washington
$439K
CWM
960
Centurion Wealth Management
Virginia
$437K
THCM
961
Taylor Hoffman Capital Management
Virginia
$437K
VA
962
Valmark Advisers
Ohio
$435K
PWM
963
Perigon Wealth Management
California
$434K
HB
964
Horizon Bancorp
Indiana
$433K
ICP
965
Ilex Capital Partners
United Kingdom
$431K
DJSG
966
D.J. St. Germain
Massachusetts
$431K
CI
967
Conning Inc
Connecticut
$429K
CWS
968
Confluence Wealth Services
Pennsylvania
$428K
HR
969
Hardy Reed
Mississippi
$427K
BBHC
970
Brown Brothers Harriman & Co
New York
$427K
JHC
971
J. Hagan Capital
Kentucky
$426K
SIC
972
Salem Investment Counselors
North Carolina
$424K
PFS
973
Prospera Financial Services
Texas
$422K
AIA
974
Affinity Investment Advisors
California
$422K
FB
975
Finward Bancorp
Indiana
$421K