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Elevance Health

1,478 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, 595 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: 595

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
1,478
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
BPCE
1001
Bank Pictet & Cie (Europe)
Germany
$381K
BRWA
1002
B. Riley Wealth Advisors
Florida
$381K
QC
1003
Quent Capital
New York
$381K
CFG
1004
Chapman Financial Group
Hawaii
$380K
C1AG
1005
Client 1st Advisory Group
Florida
$380K
SWP
1006
Sagespring Wealth Partners
Tennessee
$379K
SFS
1007
Sowell Financial Services
Arkansas
$378K
MPM
1008
Meritage Portfolio Management
Kansas
$377K
WAM
1009
Weinberger Asset Management
California
$375K
RS
1010
R Squared
Hong Kong
$374K
MCM
1011
Monarch Capital Management
Indiana
$373K
MFIM
1012
Mesirow Financial Investment Management
Illinois
$369K
DWA
1013
Douglass Winthrop Advisors
New York
$369K
KFA
1014
Kapstone Financial Advisors
Ohio
$366K
AI
1015
Accredited Investors
Minnesota
$366K
EFG
1016
Everhart Financial Group
Ohio
$365K
APC
1017
Aspire Private Capital
North Carolina
$365K
CPA
1018
Cardiff Park Advisors
California
$361K
PCA
1019
Prosperity Capital Advisors
Ohio
$358K
HTC
1020
Haverford Trust Company
Pennsylvania
$358K
IBOK
1021
Independence Bank of Kentucky
Kentucky
$355K
KWMG
1022
King Wealth Management Group
Florida
$353K
WH
1023
Willner & Heller
California
$352K
SCP
1024
Sivia Capital Partners
California
$352K
MGIA
1025
Moneta Group Investment Advisors
Missouri
$352K