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Elevance Health

1,500 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, 529 increasing their positions, 605 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: 605

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
WAS
1101
Wealth Advisory Solutions
Indiana
$293K
PHAM
1102
Palisades Hudson Asset Management
Florida
$293K
DI
1103
Disciplined Investors
Texas
$292K
GITFIT
1104
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$291K
RCG
1105
Regatta Capital Group
California
$290K
EFP
1106
Elser Financial Planning
Indiana
$290K
CAM
1107
Campion Asset Management
Virginia
$289K
CPIG
1108
Chicago Partners Investment Group
Illinois
$288K
JTWM
1109
Jackson Thornton Wealth Management
Alabama
$287K
C
1110
Covestor
United Kingdom
$286K
AFG
1111
Atomi Financial Group
New York
$286K
KP
1112
Keel Point
Alabama
$286K
DW30
1113
Drucker Wealth 3.0
New Jersey
$284K
RPGNY
1114
Retirement Planning Group (New York)
New York
$284K
LA
1115
Latitude Advisors
Florida
$282K
HP
1116
Hilltop Partners
Indiana
$281K
AWAP
1117
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K
EW
1118
Evoke Wealth
California
$279K
TCWA
1119
Turtle Creek Wealth Advisors
Texas
$277K
MT
1120
Midwest Trust
Kansas
$277K
PWM
1121
PBMares Wealth Management
Virginia
$277K
CG
1122
Cynosure Group
Utah
$277K
PWAM
1123
Private Wealth Asset Management
Iowa
$276K
FFA
1124
First Foundation Advisors
California
$272K
TGIA
1125
Torrey Growth & Income Advisors
California
$271K