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Elevance Health

1,503 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, 529 increasing their positions, 606 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: 606

20% less capital invested

Capital invested by funds: $79.5B → $63.2B (-$16.3B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
NWAG
1001
Net Worth Advisory Group
Utah
$390K
BIA
1002
Benchmark Investment Advisors
Illinois
$390K
IAS
1003
Insigneo Advisory Services
Florida
$390K
SCI
1004
Stableford Capital II
Arizona
$389K
WFI
1005
West Family Investments
California
$389K
RA
1006
Ransom Advisory
Rhode Island
$388K
HCMT
1007
Highland Capital Management (Tennessee)
Tennessee
$388K
OFG
1008
Oxford Financial Group
Indiana
$387K
GTAM
1009
Global Trust Asset Management
Florida
$386K
HW
1010
HORAN Wealth
Ohio
$385K
IIC
1011
Integrated Investment Consultants
Michigan
$384K
FCG
1012
Fielder Capital Group
Tennessee
$383K
SFS
1013
Strategic Financial Services
New York
$383K
SCTC
1014
Sanibel Captiva Trust Company
Florida
$383K
BPCE
1015
Bank Pictet & Cie (Europe)
Germany
$381K
BRWA
1016
B. Riley Wealth Advisors
Florida
$381K
QC
1017
Quent Capital
New York
$381K
CFG
1018
Chapman Financial Group
Hawaii
$380K
C1AG
1019
Client 1st Advisory Group
Florida
$380K
SWP
1020
Sagespring Wealth Partners
Tennessee
$379K
SFS
1021
Sowell Financial Services
Arkansas
$378K
MPM
1022
Meritage Portfolio Management
Kansas
$377K
WAM
1023
Weinberger Asset Management
California
$375K
RS
1024
R Squared
Hong Kong
$374K
MCM
1025
Monarch Capital Management
Indiana
$373K