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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
FM
1126
Foster & Motley
Ohio
$260K
HSA
1127
HBK Sorce Advisory
Pennsylvania
$260K
CIC
1128
Crawford Investment Counsel
Georgia
$259K
DIM
1129
DLK Investment Management
California
$258K
PAMG
1130
Patton Albertson Miller Group
Tennessee
$258K
FBB
1131
Fulton Breakefield Broenniman
Maryland
$257K
SCM
1132
Schnieders Capital Management
California
$256K
AWM
1133
Accurate Wealth Management
Florida
$256K
MCM
1134
Manchester Capital Management
Vermont
$255K
EA
1135
Everpar Advisors
Oklahoma
$255K
WC
1136
Waterloo Capital
Texas
$254K
LFG
1137
Larson Financial Group
Missouri
$253K
AOWM
1138
Alpha Omega Wealth Management
Virginia
$252K
RDWM
1139
Red Door Wealth Management
Tennessee
$252K
BONST
1140
Bank of Nova Scotia Trust
Ontario, Canada
$251K
PFA
1141
Pettinga Financial Advisors
Indiana
$251K
GIA
1142
Gladstone Institutional Advisory
Florida
$250K
MPWT
1143
MassMutual Private Wealth & Trust
Connecticut
$250K
IP
1144
Ignite Planners
California
$250K
CAL
1145
Capital Analysts LLC
Pennsylvania
$250K
DA
1146
Dover Advisors
Virginia
$250K
BW
1147
Basepoint Wealth
Iowa
$249K
TI
1148
Truepoint Inc
Ohio
$249K
FAN
1149
Financial Advisors Network
California
$249K
RT
1150
Rockland Trust
Massachusetts
$249K