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Elevance Health

1,503 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, 529 increasing their positions, 606 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: 606

20% less capital invested

Capital invested by funds: $79.5B → $63.2B (-$16.3B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
WC
1151
Waterloo Capital
Texas
$254K
LFG
1152
Larson Financial Group
Missouri
$253K
AOWM
1153
Alpha Omega Wealth Management
Virginia
$252K
RDWM
1154
Red Door Wealth Management
Tennessee
$252K
BONST
1155
Bank of Nova Scotia Trust
Ontario, Canada
$251K
PFA
1156
Pettinga Financial Advisors
Indiana
$251K
GIA
1157
Gladstone Institutional Advisory
Florida
$250K
MPWT
1158
MassMutual Private Wealth & Trust
Connecticut
$250K
IP
1159
Ignite Planners
California
$250K
CAL
1160
Capital Analysts LLC
Pennsylvania
$250K
DA
1161
Dover Advisors
Virginia
$250K
BW
1162
Basepoint Wealth
Iowa
$249K
TI
1163
Truepoint Inc
Ohio
$249K
FAN
1164
Financial Advisors Network
California
$249K
RT
1165
Rockland Trust
Massachusetts
$249K
LJAC
1166
L.J. Altfest & Co
New York
$248K
FBT
1167
First Bank & Trust
South Dakota
$248K
FA
1168
Fedenia Advisers
Wisconsin
$247K
AWP
1169
Ascent Wealth Partners
New York
$247K
FWP
1170
Forefront Wealth Partners
Texas
$247K
CFD
1171
Creative Financial Designs
Indiana
$246K
KFS
1172
Keynote Financial Services
Connecticut
$246K
SF
1173
Symphony Financial
Texas
$245K
IA
1174
IFP Advisors
Florida
$244K
CSPIA
1175
Cary Street Partners Investment Advisory
Virginia
$244K