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Elevance Health

1,503 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 529 increasing their positions, 606 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: 606

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
SAM
1051
Sompo Asset Management
Japan
$339K
KFG
1052
Kelly Financial Group
Connecticut
$336K
GWM
1053
GSB Wealth Management
Connecticut
$335K
BAM
1054
Berkshire Asset Management
Pennsylvania
$335K
RBC
1055
Romano Brothers & Co
Illinois
$335K
LGF
1056
LGT Group Foundation
Liechtenstein
$333K
CAMG
1057
CWA Asset Management Group
Florida
$333K
NI
1058
Natural Investments
California
$330K
CF
1059
Claris Financial
Virginia
$330K
TFA
1060
Transamerica Financial Advisors
Florida
$329K
ACM
1061
Advisors Capital Management
New Jersey
$329K
SW
1062
Simplicity Wealth
New Jersey
$329K
IIA
1063
ICW Investment Advisors
Arizona
$328K
PWM
1064
Pines Wealth Management
North Carolina
$327K
CIS
1065
Capital International Sarl
California
$327K
GFP
1066
Gryphon Financial Partners
Ohio
$325K
CAM
1067
Creekmur Asset Management
Illinois
$325K
AWM
1068
Adams Wealth Management
Utah
$323K
CI
1069
CacheTech Inc
Utah
$323K
KCIC
1070
Kuhn & Co Investment Counsel
Illinois
$323K
SRL
1071
Scientech Research LLC
New Jersey
$320K
EC
1072
EntryPoint Capital
New York
$320K
EP
1073
Edgestream Partners
New Jersey
$319K
SVWAG
1074
Sound View Wealth Advisors Group
Georgia
$317K
TPI
1075
Trust Point Inc
Wisconsin
$316K