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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
SIC
1126
Samalin Investment Counsel
New York
$270K
TPA
1127
Trivium Point Advisory
Connecticut
$270K
FMTCOCP
1128
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K
SS
1129
SBI Securities
Japan
$267K
BFIM
1130
Beese Fulmer Investment Management
Ohio
$267K
SFM
1131
Signet Financial Management
New Jersey
$266K
Hudson Bay Capital Management
1132
Hudson Bay Capital Management
Connecticut
$265K
FGI
1133
Foresight Global Investors
New York
$265K
FWA
1134
FSM Wealth Advisors
Ohio
$263K
AW
1135
Atlas Wealth
Ohio
$262K
PWPS
1136
Pinnacle Wealth Planning Services
Ohio
$261K
FB
1137
Fulton Bank
Pennsylvania
$261K
FM
1138
Foster & Motley
Ohio
$260K
HSA
1139
HBK Sorce Advisory
Pennsylvania
$260K
CIC
1140
Crawford Investment Counsel
Georgia
$259K
DIM
1141
DLK Investment Management
California
$258K
PAMG
1142
Patton Albertson Miller Group
Tennessee
$258K
FBB
1143
Fulton Breakefield Broenniman
Maryland
$257K
SCM
1144
Schnieders Capital Management
California
$256K
AWM
1145
Accurate Wealth Management
Florida
$256K
MCM
1146
Manchester Capital Management
Vermont
$255K
EA
1147
Everpar Advisors
Oklahoma
$255K
WC
1148
Waterloo Capital
Texas
$254K
LFG
1149
Larson Financial Group
Missouri
$253K
AOWM
1150
Alpha Omega Wealth Management
Virginia
$252K