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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
SRL
1076
Scientech Research LLC
New Jersey
$320K +$308K +990 New
EP
1077
Edgestream Partners
New Jersey
$319K -$674K -2,168 -69%
SVWAG
1078
Sound View Wealth Advisors Group
Georgia
$317K -$65.9K -212 -18%
TPI
1079
Trust Point Inc
Wisconsin
$316K +$304K +978 New
FTC
1080
Farmers Trust Company
Ohio
$315K
CWS
1081
Cypress Wealth Services
California
$314K +$12.8K +41 +4%
FFC
1082
First Financial Corp
Indiana
$314K
ECM
1083
Evergreen Capital Management
Washington
$313K -$40.7K -131 -12%
HCM
1084
Hengehold Capital Management
Ohio
$312K -$44.8K -144 -13%
FFBTD
1085
First Financial Bank - Trust Division
Ohio
$311K
HH
1086
Hilltop Holdings
Texas
$309K +$298K +957 New
SAI
1087
Savvy Advisors Inc
New York
$307K +$43.2K +139 +17%
MCM
1088
Marathon Capital Management
Maryland
$307K +$295K +949 New
SAI
1089
Systematic Alpha Investments
New Jersey
$306K
OL
1090
Optas LLC
Texas
$306K +$118K +379 +67%
SCA
1091
Stillwater Capital Advisors
Pennsylvania
$306K +$294K +946 New
WANY
1092
Wealthspire Advisors (New York)
New York
$305K -$115K -371 -28%
BIA
1093
Bell Investment Advisors
California
$304K -$23.9K -77 -8%
BTWM
1094
Brass Tax Wealth Management
Ohio
$303K +$1.24K +4 +0.4%
SIS
1095
Sound Income Strategies
Florida
$301K +$261K +840 New
WWM
1096
Western Wealth Management
Colorado
$301K +$12.1K +39 +4%
CIA
1097
Capital Investment Advisors
Georgia
$300K +$47K +151 +19%
FWTB
1098
First Western Trust Bank
Colorado
$300K -$19K -61 -6%
LWM
1099
LongView Wealth Management
Georgia
$299K +$30.8K +99 +12%
AF
1100
Advisornet Financial
Minnesota
$299K +$84K +270 +41%

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.