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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
FNT
1251
First National Trust
Pennsylvania
$202K -$14K -45 -7%
RCM
1252
Requisite Capital Management
Texas
$201K +$194K +623 New
SIM
1253
Sentry Investment Management
Wisconsin
$201K -$70K -225 -29%
BFS
1254
Bradley Foster & Sargent
Connecticut
$201K
ATPW
1255
Ashton Thomas Private Wealth
Arizona
$201K -$736K -2,365 -79%
PWMG
1256
Prestige Wealth Management Group
New Jersey
$200K -$622 -2 -0.3%
ITIM
1257
Indiana Trust & Investment Management
Indiana
$200K
KFI
1258
Key Financial Inc
Pennsylvania
$195K -$38.3K -123 -17%
BOTPPF
1259
Board of the Pension Protection Fund
United Kingdom
$194K +$187K +600 New
CG
1260
Curat Global
New Hampshire
$193K
RA
1261
Rise Advisors
New York
$181K +$311 +1 +0.2%
AA
1262
Addison Advisors
Vermont
$176K -$30.8K -99 -15%
NECFA
1263
New England Capital Financial Advisors
Connecticut
$175K +$622 +2 +0.4%
CA
1264
CoreCap Advisors
Michigan
$170K +$18.4K +59 +13%
CHC
1265
City Holding Co
West Virginia
$166K
NSIM
1266
North Star Investment Management
Illinois
$166K +$622 +2 +0.4%
MG
1267
Mather Group
Illinois
$166K +$160K +513 New
CFO
1268
CVA Family Office
Colorado
$165K -$33.9K -109 -18%
VT
1269
Volterra Technologies
New York
$155K -$352K -1,133 -70%
VCM
1270
Versant Capital Management
Arizona
$154K +$39.8K +128 +37%
ZBNA
1271
Zions Bancorporation, National Association
Utah
$148K -$45.1K -145 -24%
RF
1272
Roxbury Financial
New Jersey
$144K +$622 +2 +0.4%
FHC
1273
First Horizon Corporation
Tennessee
$142K +$137K +440 New
WA
1274
Westfuller Advisors
New York
$137K +$132K +423 New
SOW
1275
State of Wyoming
Wyoming
$136K +$29.5K +95 +29%

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.