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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
LJAC
1151
L.J. Altfest & Co
New York
$248K
FBT
1152
First Bank & Trust
South Dakota
$248K
FA
1153
Fedenia Advisers
Wisconsin
$247K
AWP
1154
Ascent Wealth Partners
New York
$247K
FWP
1155
Forefront Wealth Partners
Texas
$247K
CFD
1156
Creative Financial Designs
Indiana
$246K
KFS
1157
Keynote Financial Services
Connecticut
$246K
SF
1158
Symphony Financial
Texas
$245K
CSPIA
1159
Cary Street Partners Investment Advisory
Virginia
$244K
RWM
1160
Riverbend Wealth Management
South Carolina
$244K
PFT
1161
Providence First Trust
Arizona
$243K
FCH
1162
Freestone Capital Holdings
Washington
$243K
CH
1163
Cromwell Holdings
Wyoming
$242K
SIG
1164
Stonegate Investment Group
Alabama
$242K
SC
1165
SummitTX Capital
Texas
$241K
DIA
1166
Dean Investment Associates
Ohio
$239K
LWM
1167
Lakeridge Wealth Management
Ohio
$238K
KWM
1168
KFG Wealth Management
Indiana
$238K
DMBA
1169
Deseret Mutual Benefit Administrators
Utah
$238K
HG
1170
Harbor Group
New Hampshire
$237K
BMO
1171
Beck Mack & Oliver
New York
$236K
ECAM
1172
East Coast Asset Management
Massachusetts
$236K
CIA
1173
Choate Investment Advisors
Massachusetts
$235K
PMA
1174
Prudent Man Advisors
Illinois
$232K
HA
1175
Herold Advisors
New York
$232K