ELV icon

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
DIP
1226
DT Investment Partners
Pennsylvania
$208K
KWA
1227
Kellett Wealth Advisors
Ohio
$208K
KRW
1228
Kaufman Rossin Wealth
Florida
$207K
MWC
1229
MBM Wealth Consultants
Missouri
$207K
RWP
1230
Ridgecrest Wealth Partners
California
$207K
IWM
1231
IHT Wealth Management
Illinois
$207K
VFPW
1232
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K
HCA
1233
Harbour Capital Advisors
Virginia
$206K
SIC
1234
Shoker Investment Counsel
Ohio
$206K
EPM
1235
Elm Partners Management
Pennsylvania
$206K
MAM
1236
McLean Asset Management
Virginia
$205K
CIP
1237
Convergence Investment Partners
Florida
$205K
OL
1238
OneFund LLC
Florida
$204K
AC
1239
Addison Capital
Pennsylvania
$203K
FAM
1240
Formidable Asset Management
Ohio
$203K
APG
1241
Abacus Planning Group
South Carolina
$203K
AWA
1242
Arete Wealth Advisors
Illinois
$202K
GWCM
1243
Godshalk Welsh Capital Management
Pennsylvania
$202K
WCM
1244
Washington Capital Management
Washington
$202K
FCM
1245
Fire Capital Management
California
$202K
FNT
1246
First National Trust
Pennsylvania
$202K
RCM
1247
Requisite Capital Management
Texas
$201K
SIM
1248
Sentry Investment Management
Wisconsin
$201K
BFS
1249
Bradley Foster & Sargent
Connecticut
$201K
ATPW
1250
Ashton Thomas Private Wealth
Arizona
$201K