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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
CPA
1026
Cardiff Park Advisors
California
$361K
PCA
1027
Prosperity Capital Advisors
Ohio
$358K
HTC
1028
Haverford Trust Company
Pennsylvania
$358K
IBOK
1029
Independence Bank of Kentucky
Kentucky
$355K
KWMG
1030
King Wealth Management Group
Florida
$353K
WH
1031
Willner & Heller
California
$352K
SCP
1032
Sivia Capital Partners
California
$352K
MGIA
1033
Moneta Group Investment Advisors
Missouri
$352K
GS
1034
GTS Securities
New York
$351K
CA
1035
Claro Advisors
Massachusetts
$350K
SBF
1036
Sara-Bay Financial
Florida
$346K
AA
1037
Alta Advisers
United Kingdom
$346K
AC
1038
AlphaCore Capital
California
$346K
FFP
1039
FourThought Financial Partners
Florida
$346K
PL
1040
Perpetual Ltd
Australia
$344K
WWM
1041
Whalen Wealth Management
Nevada
$344K
CAG
1042
Crestwood Advisors Group
Massachusetts
$342K
CIM
1043
CIM Investment Management
Pennsylvania
$340K
GIM
1044
Goelzer Investment Management
Indiana
$340K
SAM
1045
Sompo Asset Management
Japan
$339K
KFG
1046
Kelly Financial Group
Connecticut
$336K
GWM
1047
GSB Wealth Management
Connecticut
$335K
BAM
1048
Berkshire Asset Management
Pennsylvania
$335K
RBC
1049
Romano Brothers & Co
Illinois
$335K
LGF
1050
LGT Group Foundation
Liechtenstein
$333K