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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
IAS
1001
Insigneo Advisory Services
Florida
$390K
SCI
1002
Stableford Capital II
Arizona
$389K
WFI
1003
West Family Investments
California
$389K
HCMT
1004
Highland Capital Management (Tennessee)
Tennessee
$388K
RA
1005
Ransom Advisory
Rhode Island
$388K
OFG
1006
Oxford Financial Group
Indiana
$387K
GTAM
1007
Global Trust Asset Management
Florida
$386K
HW
1008
HORAN Wealth
Ohio
$385K
IIC
1009
Integrated Investment Consultants
Michigan
$384K
FCG
1010
Fielder Capital Group
Tennessee
$383K
SFS
1011
Strategic Financial Services
New York
$383K
SCTC
1012
Sanibel Captiva Trust Company
Florida
$383K
BPCE
1013
Bank Pictet & Cie (Europe)
Germany
$381K
BRWA
1014
B. Riley Wealth Advisors
Florida
$381K
QC
1015
Quent Capital
New York
$381K
CFG
1016
Chapman Financial Group
Hawaii
$380K
C1AG
1017
Client 1st Advisory Group
Florida
$380K
SWP
1018
Sagespring Wealth Partners
Tennessee
$379K
SFS
1019
Sowell Financial Services
Arkansas
$378K
MPM
1020
Meritage Portfolio Management
Kansas
$377K
WAM
1021
Weinberger Asset Management
California
$375K
RS
1022
R Squared
Hong Kong
$374K
MCM
1023
Monarch Capital Management
Indiana
$373K
MFIM
1024
Mesirow Financial Investment Management
Illinois
$369K
DWA
1025
Douglass Winthrop Advisors
New York
$369K