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Elevance Health

1,492 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, 525 increasing their positions, 603 reducing their positions, and 220 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: 525 | Existing positions reduced: 603

21% less capital invested

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

25% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 220

Holders
1,492
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
RCG
1101
Regatta Capital Group
California
$290K
EFP
1102
Elser Financial Planning
Indiana
$290K
CAM
1103
Campion Asset Management
Virginia
$289K
CPIG
1104
Chicago Partners Investment Group
Illinois
$288K
JTWM
1105
Jackson Thornton Wealth Management
Alabama
$287K
C
1106
Covestor
United Kingdom
$286K
AFG
1107
Atomi Financial Group
New York
$286K
KP
1108
Keel Point
Alabama
$286K
DW30
1109
Drucker Wealth 3.0
New Jersey
$284K
RPGNY
1110
Retirement Planning Group (New York)
New York
$284K
LA
1111
Latitude Advisors
Florida
$282K
HP
1112
Hilltop Partners
Indiana
$281K
AWAP
1113
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$280K
EW
1114
Evoke Wealth
California
$279K
TCWA
1115
Turtle Creek Wealth Advisors
Texas
$277K
MT
1116
Midwest Trust
Kansas
$277K
PWM
1117
PBMares Wealth Management
Virginia
$277K
CG
1118
Cynosure Group
Utah
$277K
PWAM
1119
Private Wealth Asset Management
Iowa
$276K
FFA
1120
First Foundation Advisors
California
$272K
TGIA
1121
Torrey Growth & Income Advisors
California
$271K
SIC
1122
Samalin Investment Counsel
New York
$270K
TPA
1123
Trivium Point Advisory
Connecticut
$270K
VCM
1124
Virtue Capital Management
Tennessee
$269K
FMTCOCP
1125
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K