We are live on ! Find out more
ELV icon

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
CFP
1201
Catalyst Financial Partners
Massachusetts
$231K -$160K -514 -42%
BMCM
1202
Bryn Mawr Capital Management
Pennsylvania
$229K +$1.24K +4 +0.6%
PCG
1203
Prosperity Consulting Group
Maryland
$229K +$43.9K +141 +25%
SFP
1204
SwitchPoint Financial Planning
Utah
$227K -$622 -2 -0.3%
Kayne Anderson Rudnick Investment Management
1205
Kayne Anderson Rudnick Investment Management
California
$227K -$4.04K -13 -2%
CM
1206
Capital Management
Virginia
$226K
MHC
1207
Meyer Handelman Company
New York
$226K
SA
1208
Strategic Advisors
New York
$225K -$2.49K -8 -1%
SB
1209
Strategic Blueprint
Georgia
$223K +$214K +689 New
SIC
1210
SJS Investment Consulting
Ohio
$222K +$3.42K +11 +2%
AF
1211
Aldebaran Financial
$222K +$311 +1 +0.1%
PFM
1212
Patton Fund Management
Texas
$221K +$213K +685 New
WPP
1213
Whalerock Point Partners
Rhode Island
$220K
RSF
1214
Rik Saylor Financial
Ohio
$220K
AI
1215
AXS Investments
New York
$219K +$211K +678 New
APA
1216
Astoria Portfolio Advisors
New York
$219K -$114K -365 -38%
PFA
1217
Pathway Financial Advisers
Indiana
$219K +$311 +1 +0.1%
SSC
1218
Syverson Strege & Co
Iowa
$217K -$69K -222 -25%
CA
1219
Continuum Advisory
Idaho
$216K -$45.4K -146 -18%
FPCP
1220
Fort Point Capital Partners
California
$216K +$13.7K +44 +7%
SLG
1221
Stanley-Laman Group
Pennsylvania
$215K -$2.37M -7,636 -92%
PPWP
1222
Premier Path Wealth Partners
New Jersey
$213K -$27.4K -88 -12%
VVP
1223
Venture Visionary Partners
Ohio
$213K -$152K -489 -43%
PFBT
1224
Parkside Financial Bank & Trust
Missouri
$211K -$15.2K -49 -7%
HA
1225
HFG Advisors
Ohio
$211K +$933 +3 +0.5%

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.