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Elevance Health

1,510 hedge funds and large institutions have $63.3B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 531 increasing their positions, 608 reducing their positions, and 223 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $953M | Put options by funds: $837M

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

3.76% less ownership

Funds ownership: 90.78%87.02% (-3.8%)

5% less funds holding

Funds holding: 1,5891,510 (-79)

13% less repeat investments, than reductions

Existing positions increased: 531 | Existing positions reduced: 608

21% less capital invested

Capital invested by funds: $79.7B → $63.3B (-$16.4B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 223

Holders
1,510
Holders Change
-79
Holders Change %
-4.97%
% of All Funds
19.82%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.42%
New
165
Increased
531
Reduced
608
Closed
223
Calls
$953M
Puts
$837M
Net Calls
+$117M
Net Calls Change
-$94.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
1001
Legacy Capital Group California
California
$393K +$146K +468 +62%
AP
1002
Americana Partners
Texas
$393K +$378K +1,216 New
PCIA
1003
Prime Capital Investment Advisors
Kansas
$392K +$2.8K +9 +0.7%
WA
1004
Waddell & Associates
Tennessee
$391K +$152K +490 +68%
NWAG
1005
Net Worth Advisory Group
Utah
$390K -$8.09K -26 -2%
BIA
1006
Benchmark Investment Advisors
Illinois
$390K +$375K +1,206 New
IAS
1007
Insigneo Advisory Services
Florida
$390K +$104K +334 +38%
SCI
1008
Stableford Capital II
Arizona
$389K
WFI
1009
West Family Investments
California
$389K +$374K +1,204 New
HCMT
1010
Highland Capital Management (Tennessee)
Tennessee
$388K
RA
1011
Ransom Advisory
Rhode Island
$388K
OFG
1012
Oxford Financial Group
Indiana
$387K +$19K +61 +5%
GTAM
1013
Global Trust Asset Management
Florida
$386K -$65K -209 -15%
HW
1014
HORAN Wealth
Ohio
$385K +$371K +1,193 New
IIC
1015
Integrated Investment Consultants
Michigan
$384K +$45.1K +145 +14%
FCG
1016
Fielder Capital Group
Tennessee
$383K -$34.8K -112 -9%
SFS
1017
Strategic Financial Services
New York
$383K -$21.8K -70 -6%
SCTC
1018
Sanibel Captiva Trust Company
Florida
$383K -$1.55K -5 -0.4%
BPCE
1019
Bank Pictet & Cie (Europe)
Germany
$381K +$78.1K +251 +27%
BRWA
1020
B. Riley Wealth Advisors
Florida
$381K -$123K -394 -25%
QC
1021
Quent Capital
New York
$381K +$2.49K +8 +0.7%
CFG
1022
Chapman Financial Group
Hawaii
$380K -$281K -904 -43%
C1AG
1023
Client 1st Advisory Group
Florida
$380K +$103K +330 +39%
SWP
1024
Sagespring Wealth Partners
Tennessee
$379K -$127K -407 -26%
SFS
1025
Sowell Financial Services
Arkansas
$378K -$85.2K -274 -19%

ELV Hedge Fund Activity: Q3 2025 in Review

1,510 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q3 2025, worth a combined $63.3B — down 21% from $79.7B a quarter earlier.

Sellers outnumbered buyers: 223 funds closed out of ELV and 165 opened new positions — a net loss of 58 holders — while 608 trimmed existing stakes and 531 added.

The largest buyer was Harris Associates, adding an estimated $281M. The largest seller was Capital International Investors, cutting an estimated $1.1B.

  • 1,510 institutional investors held Elevance Health (ELV) as of Q3 2025, down from 1,589 in Q2 2025.
  • Funds reported $63.3B of Elevance Health stock for Q3 2025, down 21% quarter-over-quarter.
  • 165 funds opened new Elevance Health positions in Q3 2025 and 223 closed out, a net change of -58 holders.
  • The largest Elevance Health buyer in Q3 2025 was Harris Associates, an estimated $281M added.
  • The largest Elevance Health seller in Q3 2025 was Capital International Investors, an estimated $1.1B sold.

Based on aggregated 13F filings for Q3 2025.