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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
AWM
951
Axxcess Wealth Management
California
$447K
AWM
952
Arista Wealth Management
Nevada
$446K
Fisher Asset Management
953
Fisher Asset Management
Washington
$444K
WAG
954
Wheelhouse Advisory Group
Missouri
$441K
LRIA
955
Leonard Rickey Investment Advisors
Washington
$439K
CWM
956
Centurion Wealth Management
Virginia
$437K
THCM
957
Taylor Hoffman Capital Management
Virginia
$437K
VA
958
Valmark Advisers
Ohio
$435K
PWM
959
Perigon Wealth Management
California
$434K
HB
960
Horizon Bancorp
Indiana
$433K
ICP
961
Ilex Capital Partners
United Kingdom
$431K
DJSG
962
D.J. St. Germain
Massachusetts
$431K
CI
963
Conning Inc
Connecticut
$429K
CWS
964
Confluence Wealth Services
Pennsylvania
$428K
HR
965
Hardy Reed
Mississippi
$427K
BBHC
966
Brown Brothers Harriman & Co
New York
$427K
JHC
967
J. Hagan Capital
Kentucky
$426K
SIC
968
Salem Investment Counselors
North Carolina
$424K
PFS
969
Prospera Financial Services
Texas
$422K
AIA
970
Affinity Investment Advisors
California
$422K
FB
971
Finward Bancorp
Indiana
$421K
Dodge & Cox
972
Dodge & Cox
California
$420K
AWM
973
Avior Wealth Management
Nebraska
$418K
EWM
974
Evermay Wealth Management
Virginia
$416K
HWMG
975
Hurlow Wealth Management Group
Indiana
$415K