We are live on ! Find out more
ELV icon

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
WWM
1051
Whalen Wealth Management
Nevada
$344K -$794K -2,554 -71%
CAG
1052
Crestwood Advisors Group
Massachusetts
$342K -$9.95K -32 -3%
CIM
1053
CIM Investment Management
Pennsylvania
$340K -$336K -1,080 -51%
GIM
1054
Goelzer Investment Management
Indiana
$340K -$87.1K -280 -21%
SAM
1055
Sompo Asset Management
Japan
$339K -$74.6K -240 -19%
KFG
1056
Kelly Financial Group
Connecticut
$336K
GWM
1057
GSB Wealth Management
Connecticut
$335K +$49.8K +160 +18%
BAM
1058
Berkshire Asset Management
Pennsylvania
$335K -$124K -398 -28%
RBC
1059
Romano Brothers & Co
Illinois
$335K
LGF
1060
LGT Group Foundation
Liechtenstein
$333K -$173K -555 -36%
CAMG
1061
CWA Asset Management Group
Florida
$333K +$143K +459 +81%
NI
1062
Natural Investments
California
$330K -$2.49K -8 -0.8%
CF
1063
Claris Financial
Virginia
$330K +$318K +1,021 New
TFA
1064
Transamerica Financial Advisors
Florida
$329K +$125K +402 +65%
ACM
1065
Advisors Capital Management
New Jersey
$329K -$97.7K -314 -24%
SW
1066
Simplicity Wealth
New Jersey
$329K -$1.41M -4,549 -82%
IIA
1067
ICW Investment Advisors
Arizona
$328K
PWM
1068
Pines Wealth Management
North Carolina
$327K +$98.6K +317 +46%
CIS
1069
Capital International Sarl
California
$327K -$301K -967 -49%
GFP
1070
Gryphon Financial Partners
Ohio
$325K -$42K -135 -12%
CAM
1071
Creekmur Asset Management
Illinois
$325K +$311 +1 +0.1%
AWM
1072
Adams Wealth Management
Utah
$323K
CI
1073
CacheTech Inc
Utah
$323K
KCIC
1074
Kuhn & Co Investment Counsel
Illinois
$323K
EC
1075
EntryPoint Capital
New York
$320K +$308K +990 New

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.