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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
RWM
1176
Riverbend Wealth Management
South Carolina
$244K
PFT
1177
Providence First Trust
Arizona
$243K
FCH
1178
Freestone Capital Holdings
Washington
$243K
CH
1179
Cromwell Holdings
Wyoming
$242K
SIG
1180
Stonegate Investment Group
Alabama
$242K
SC
1181
SummitTX Capital
Texas
$241K
DIA
1182
Dean Investment Associates
Ohio
$239K
LWM
1183
Lakeridge Wealth Management
Ohio
$238K
KWM
1184
KFG Wealth Management
Indiana
$238K
DMBA
1185
Deseret Mutual Benefit Administrators
Utah
$238K
HG
1186
Harbor Group
New Hampshire
$237K
BMO
1187
Beck Mack & Oliver
New York
$236K
ECAM
1188
East Coast Asset Management
Massachusetts
$236K
CIA
1189
Choate Investment Advisors
Massachusetts
$235K
PMA
1190
Prudent Man Advisors
Illinois
$232K
HA
1191
Herold Advisors
New York
$232K
HFS
1192
Hantz Financial Services
Michigan
$232K
BP
1193
BNP Paribas
France
$231K
C
1194
Certuity
Florida
$231K
CCMG
1195
Clark Capital Management Group
Pennsylvania
$231K
CFP
1196
Catalyst Financial Partners
Massachusetts
$231K
BMCM
1197
Bryn Mawr Capital Management
Pennsylvania
$229K
PCG
1198
Prosperity Consulting Group
Maryland
$229K
SFP
1199
SwitchPoint Financial Planning
Utah
$227K
Kayne Anderson Rudnick Investment Management
1200
Kayne Anderson Rudnick Investment Management
California
$227K