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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
KFS
1176
Keynote Financial Services
Connecticut
$246K -$1.55K -5 -0.7%
SF
1177
Symphony Financial
Texas
$245K -$581K -1,868 -71%
IA
1178
IFP Advisors
Florida
$244K +$16.2K +52 +7%
CSPIA
1179
Cary Street Partners Investment Advisory
Virginia
$244K -$14.9K -48 -6%
RWM
1180
Riverbend Wealth Management
South Carolina
$244K +$19.6K +63 +9%
PFT
1181
Providence First Trust
Arizona
$243K
FCH
1182
Freestone Capital Holdings
Washington
$243K -$122K -392 -34%
CH
1183
Cromwell Holdings
Wyoming
$242K -$3.73K -12 -2%
SIG
1184
Stonegate Investment Group
Alabama
$242K +$69.4K +223 +42%
SC
1185
SummitTX Capital
Texas
$241K -$523K -1,680 -69%
DIA
1186
Dean Investment Associates
Ohio
$239K -$5.29K -17 -2%
LWM
1187
Lakeridge Wealth Management
Ohio
$238K +$933 +3 +0.4%
KWM
1188
KFG Wealth Management
Indiana
$238K -$40.7K -131 -15%
DMBA
1189
Deseret Mutual Benefit Administrators
Utah
$238K +$55K +177 +32%
HG
1190
Harbor Group
New Hampshire
$237K +$18.4K +59 +9%
MWA
1191
Medallion Wealth Advisors
Connecticut
$237K
BMO
1192
Beck Mack & Oliver
New York
$236K -$60.6K -195 -21%
ECAM
1193
East Coast Asset Management
Massachusetts
$236K
CIA
1194
Choate Investment Advisors
Massachusetts
$235K -$16.2K -52 -7%
PMA
1195
Prudent Man Advisors
Illinois
$232K -$168K -539 -43%
HA
1196
Herold Advisors
New York
$232K -$6.53K -21 -3%
HFS
1197
Hantz Financial Services
Michigan
$232K +$137K +440 +159%
BP
1198
BNP Paribas
France
$231K
C
1199
Certuity
Florida
$231K -$5.91K -19 -3%
CCMG
1200
Clark Capital Management Group
Pennsylvania
$231K -$8.4K -27 -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.