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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
SCM
1151
Schnieders Capital Management
California
$256K -$12.1K -39 -5%
AWM
1152
Accurate Wealth Management
Florida
$256K +$6.84K +22 +3%
MCM
1153
Manchester Capital Management
Vermont
$255K -$8.4K -27 -3%
EA
1154
Everpar Advisors
Oklahoma
$255K +$245K +789 New
WC
1155
Waterloo Capital
Texas
$254K +$21.5K +69 +10%
LFG
1156
Larson Financial Group
Missouri
$253K +$20.8K +67 +9%
AOWM
1157
Alpha Omega Wealth Management
Virginia
$252K -$31.1K -100 -11%
RDWM
1158
Red Door Wealth Management
Tennessee
$252K +$242K +779 New
BONST
1159
Bank of Nova Scotia Trust
Ontario, Canada
$251K +$242K +778 New
PFA
1160
Pettinga Financial Advisors
Indiana
$251K
GIA
1161
Gladstone Institutional Advisory
Florida
$250K +$33K +106 +16%
MPWT
1162
MassMutual Private Wealth & Trust
Connecticut
$250K -$90.5K -291 -27%
IP
1163
Ignite Planners
California
$250K -$311 -1 -0.1%
CAL
1164
Capital Analysts LLC
Pennsylvania
$250K +$60.3K +194 +34%
DA
1165
Dover Advisors
Virginia
$250K
BW
1166
Basepoint Wealth
Iowa
$249K -$41.1K -132 -15%
TI
1167
Truepoint Inc
Ohio
$249K -$14K -45 -6%
FAN
1168
Financial Advisors Network
California
$249K
RT
1169
Rockland Trust
Massachusetts
$249K +$933 +3 +0.4%
LJAC
1170
L.J. Altfest & Co
New York
$248K
FBT
1171
First Bank & Trust
South Dakota
$248K -$28.9K -93 -11%
FA
1172
Fedenia Advisers
Wisconsin
$247K -$32.3K -104 -12%
AWP
1173
Ascent Wealth Partners
New York
$247K -$8.71K -28 -4%
FWP
1174
Forefront Wealth Partners
Texas
$247K -$51.6K -166 -18%
CFD
1175
Creative Financial Designs
Indiana
$246K -$933 -3 -0.4%

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.