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Elevance Health

1,492 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, 525 increasing their positions, 603 reducing their positions, and 220 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: 525 | Existing positions reduced: 603

21% less capital invested

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

25% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 220

Holders
1,492
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
RA
1001
Ransom Advisory
Rhode Island
$388K
OFG
1002
Oxford Financial Group
Indiana
$387K
GTAM
1003
Global Trust Asset Management
Florida
$386K
HW
1004
HORAN Wealth
Ohio
$385K
IIC
1005
Integrated Investment Consultants
Michigan
$384K
FCG
1006
Fielder Capital Group
Tennessee
$383K
SFS
1007
Strategic Financial Services
New York
$383K
SCTC
1008
Sanibel Captiva Trust Company
Florida
$383K
BPCE
1009
Bank Pictet & Cie (Europe)
Germany
$381K
BRWA
1010
B. Riley Wealth Advisors
Florida
$381K
QC
1011
Quent Capital
New York
$381K
CFG
1012
Chapman Financial Group
Hawaii
$380K
C1AG
1013
Client 1st Advisory Group
Florida
$380K
SWP
1014
Sagespring Wealth Partners
Tennessee
$379K
SFS
1015
Sowell Financial Services
Arkansas
$378K
MPM
1016
Meritage Portfolio Management
Kansas
$377K
WAM
1017
Weinberger Asset Management
California
$375K
RS
1018
R Squared
Hong Kong
$374K
MCM
1019
Monarch Capital Management
Indiana
$373K
MFIM
1020
Mesirow Financial Investment Management
Illinois
$369K
DWA
1021
Douglass Winthrop Advisors
New York
$369K
KFA
1022
Kapstone Financial Advisors
Ohio
$366K
AI
1023
Accredited Investors
Minnesota
$366K
EFG
1024
Everhart Financial Group
Ohio
$365K
APC
1025
Aspire Private Capital
North Carolina
$365K