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Elevance Health

1,492 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, 525 increasing their positions, 603 reducing their positions, and 220 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: 525 | Existing positions reduced: 603

21% less capital invested

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

25% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 220

Holders
1,492
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
PFA
1151
Pettinga Financial Advisors
Indiana
$251K
GIA
1152
Gladstone Institutional Advisory
Florida
$250K
MPWT
1153
MassMutual Private Wealth & Trust
Connecticut
$250K
IP
1154
Ignite Planners
California
$250K
CAL
1155
Capital Analysts LLC
Pennsylvania
$250K
DA
1156
Dover Advisors
Virginia
$250K
BW
1157
Basepoint Wealth
Iowa
$249K
TI
1158
Truepoint Inc
Ohio
$249K
FAN
1159
Financial Advisors Network
California
$249K
RT
1160
Rockland Trust
Massachusetts
$249K
LJAC
1161
L.J. Altfest & Co
New York
$248K
FBT
1162
First Bank & Trust
South Dakota
$248K
FA
1163
Fedenia Advisers
Wisconsin
$247K
AWP
1164
Ascent Wealth Partners
New York
$247K
FWP
1165
Forefront Wealth Partners
Texas
$247K
CFD
1166
Creative Financial Designs
Indiana
$246K
KFS
1167
Keynote Financial Services
Connecticut
$246K
SF
1168
Symphony Financial
Texas
$245K
CSPIA
1169
Cary Street Partners Investment Advisory
Virginia
$244K
RWM
1170
Riverbend Wealth Management
South Carolina
$244K
PFT
1171
Providence First Trust
Arizona
$243K
FCH
1172
Freestone Capital Holdings
Washington
$243K
CH
1173
Cromwell Holdings
Wyoming
$242K
SIG
1174
Stonegate Investment Group
Alabama
$242K
SC
1175
SummitTX Capital
Texas
$241K