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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
RDWM
1151
Red Door Wealth Management
Tennessee
$252K
BONST
1152
Bank of Nova Scotia Trust
Ontario, Canada
$251K
PFA
1153
Pettinga Financial Advisors
Indiana
$251K
GIA
1154
Gladstone Institutional Advisory
Florida
$250K
MPWT
1155
MassMutual Private Wealth & Trust
Connecticut
$250K
IP
1156
Ignite Planners
California
$250K
CAL
1157
Capital Analysts LLC
Pennsylvania
$250K
DA
1158
Dover Advisors
Virginia
$250K
BW
1159
Basepoint Wealth
Iowa
$249K
TI
1160
Truepoint Inc
Ohio
$249K
FAN
1161
Financial Advisors Network
California
$249K
RT
1162
Rockland Trust
Massachusetts
$249K
LJAC
1163
L.J. Altfest & Co
New York
$248K
FBT
1164
First Bank & Trust
South Dakota
$248K
FA
1165
Fedenia Advisers
Wisconsin
$247K
AWP
1166
Ascent Wealth Partners
New York
$247K
FWP
1167
Forefront Wealth Partners
Texas
$247K
CFD
1168
Creative Financial Designs
Indiana
$246K
KFS
1169
Keynote Financial Services
Connecticut
$246K
SF
1170
Symphony Financial
Texas
$245K
IA
1171
IFP Advisors
Florida
$244K
CSPIA
1172
Cary Street Partners Investment Advisory
Virginia
$244K
RWM
1173
Riverbend Wealth Management
South Carolina
$244K
PFT
1174
Providence First Trust
Arizona
$243K
FCH
1175
Freestone Capital Holdings
Washington
$243K