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Elevance Health

1,500 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, 529 increasing their positions, 605 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: 605

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
MWC
1226
MBM Wealth Consultants
Missouri
$207K
RWP
1227
Ridgecrest Wealth Partners
California
$207K
IWM
1228
IHT Wealth Management
Illinois
$207K
VFPW
1229
Vantage Financial Partners (Wisconsin)
Wisconsin
$207K
HCA
1230
Harbour Capital Advisors
Virginia
$206K
SIC
1231
Shoker Investment Counsel
Ohio
$206K
EPM
1232
Elm Partners Management
Pennsylvania
$206K
MAM
1233
McLean Asset Management
Virginia
$205K
CIP
1234
Convergence Investment Partners
Florida
$205K
OL
1235
OneFund LLC
Florida
$204K
AC
1236
Addison Capital
Pennsylvania
$203K
FAM
1237
Formidable Asset Management
Ohio
$203K
APG
1238
Abacus Planning Group
South Carolina
$203K
AWA
1239
Arete Wealth Advisors
Illinois
$202K
GWCM
1240
Godshalk Welsh Capital Management
Pennsylvania
$202K
FCM
1241
Fire Capital Management
California
$202K
WCM
1242
Washington Capital Management
Washington
$202K
FNT
1243
First National Trust
Pennsylvania
$202K
RCM
1244
Requisite Capital Management
Texas
$201K
SIM
1245
Sentry Investment Management
Wisconsin
$201K
BFS
1246
Bradley Foster & Sargent
Connecticut
$201K
ATPW
1247
Ashton Thomas Private Wealth
Arizona
$201K
PWMG
1248
Prestige Wealth Management Group
New Jersey
$200K
ITIM
1249
Indiana Trust & Investment Management
Indiana
$200K
KFI
1250
Key Financial Inc
Pennsylvania
$195K