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Elevance Health

1,477 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, 521 increasing their positions, 594 reducing their positions, and 218 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:

12% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 594

20% less capital invested

Capital invested by funds: $79.3B → $63.2B (-$16.1B)

24% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 218

Holders
1,477
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
RPGNY
1101
Retirement Planning Group (New York)
New York
$284K
LA
1102
Latitude Advisors
Florida
$282K
HP
1103
Hilltop Partners
Indiana
$281K
AWAP
1104
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K
EW
1105
Evoke Wealth
California
$279K
TCWA
1106
Turtle Creek Wealth Advisors
Texas
$277K
MT
1107
Midwest Trust
Kansas
$277K
PWM
1108
PBMares Wealth Management
Virginia
$277K
CG
1109
Cynosure Group
Utah
$277K
PWAM
1110
Private Wealth Asset Management
Iowa
$276K
FFA
1111
First Foundation Advisors
California
$272K
TGIA
1112
Torrey Growth & Income Advisors
California
$271K
SIC
1113
Samalin Investment Counsel
New York
$270K
TPA
1114
Trivium Point Advisory
Connecticut
$270K
VCM
1115
Virtue Capital Management
Tennessee
$269K
FMTCOCP
1116
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K
SS
1117
SBI Securities
Japan
$267K
BFIM
1118
Beese Fulmer Investment Management
Ohio
$267K
SFM
1119
Signet Financial Management
New Jersey
$266K
Hudson Bay Capital Management
1120
Hudson Bay Capital Management
Connecticut
$265K
FGI
1121
Foresight Global Investors
New York
$265K
FWA
1122
FSM Wealth Advisors
Ohio
$263K
AW
1123
Atlas Wealth
Ohio
$262K
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$261K
FB
1125
Fulton Bank
Pennsylvania
$261K