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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
TCWA
1126
Turtle Creek Wealth Advisors
Texas
$277K +$267K +858 New
MT
1127
Midwest Trust
Kansas
$277K -$234K -753 -47%
PWM
1128
PBMares Wealth Management
Virginia
$277K
CG
1129
Cynosure Group
Utah
$277K
PWAM
1130
Private Wealth Asset Management
Iowa
$276K +$3.42K +11 +1%
FFA
1131
First Foundation Advisors
California
$272K -$15.6K -50 -6%
TGIA
1132
Torrey Growth & Income Advisors
California
$271K +$261K +839 New
SIC
1133
Samalin Investment Counsel
New York
$270K -$21.5K -69 -8%
TPA
1134
Trivium Point Advisory
Connecticut
$270K +$64.1K +206 +33%
FMTCOCP
1135
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K -$29.5K -95 -10%
SS
1136
SBI Securities
Japan
$267K +$158K +508 +159%
BFIM
1137
Beese Fulmer Investment Management
Ohio
$267K
SFM
1138
Signet Financial Management
New Jersey
$266K -$4.98K -16 -2%
Hudson Bay Capital Management
1139
Hudson Bay Capital Management
Connecticut
$265K -$1.02M -3,294 -80%
FGI
1140
Foresight Global Investors
New York
$265K +$255K +819 New
FWA
1141
FSM Wealth Advisors
Ohio
$263K -$8.4K -27 -3%
AW
1142
Atlas Wealth
Ohio
$262K
PWPS
1143
Pinnacle Wealth Planning Services
Ohio
$261K -$34.5K -111 -12%
FB
1144
Fulton Bank
Pennsylvania
$261K -$283K -909 -53%
FM
1145
Foster & Motley
Ohio
$260K -$9.33K -30 -4%
HSA
1146
HBK Sorce Advisory
Pennsylvania
$260K +$9.64K +31 +4%
CIC
1147
Crawford Investment Counsel
Georgia
$259K +$22.7K +73 +10%
DIM
1148
DLK Investment Management
California
$258K +$249K +800 New
PAMG
1149
Patton Albertson Miller Group
Tennessee
$258K -$503K -1,616 -67%
FBB
1150
Fulton Breakefield Broenniman
Maryland
$257K -$5.6K -18 -2%

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.