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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
Dodge & Cox
976
Dodge & Cox
California
$420K
AWM
977
Avior Wealth Management
Nebraska
$418K
EWM
978
Evermay Wealth Management
Virginia
$416K
HWMG
979
Hurlow Wealth Management Group
Indiana
$415K
DP
980
Dearborn Partners
Illinois
$414K
TFIPS
981
Towarzystwo Funduszy Inwestycyjnych PZU SA
$414K
KHCM
982
Kirtland Hills Capital Management
Ohio
$412K
DCM
983
Donaldson Capital Management
Indiana
$412K
BFG
984
Beacon Financial Group
Texas
$407K
CCFM
985
Clear Creek Financial Management
Washington
$407K
WB
986
WesBanco Bank
West Virginia
$406K
SWA
987
Stratos Wealth Advisors
Ohio
$406K
LGA
988
Lebenthal Global Advisors
New York
$406K
CT
989
Colonial Trust
South Carolina
$406K
Los Angeles Capital Management
990
Los Angeles Capital Management
California
$404K
Federated Hermes
991
Federated Hermes
Pennsylvania
$401K
HWMO
992
Heritage Wealth Management (Ohio)
Ohio
$399K
EHWM
993
Eads & Heald Wealth Management
Georgia
$398K
CWM
994
Compass Wealth Management
Connecticut
$394K
LCGC
995
Legacy Capital Group California
California
$393K
AP
996
Americana Partners
Texas
$393K
PCIA
997
Prime Capital Investment Advisors
Kansas
$392K
WA
998
Waddell & Associates
Tennessee
$391K
NWAG
999
Net Worth Advisory Group
Utah
$390K
BIA
1000
Benchmark Investment Advisors
Illinois
$390K