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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
AT
1276
Arlington Trust
Alabama
$126K
SSG
1277
Summit Securities Group
New York
$125K +$73.1K +235 +155%
HPC
1278
HM Payson & Co
Maine
$123K -$45.4K -146 -28%
HFM
1279
Hartford Financial Management
Connecticut
$123K
AIC
1280
Archer Investment Corporation
Indiana
$122K
CFFP
1281
Center for Financial Planning
Michigan
$121K
DAM
1282
Delta Asset Management
Tennessee
$120K
SP
1283
Saranac Partners
$115K +$110K +355 New
AT
1284
Avalon Trust
New Mexico
$114K +$622 +2 +0.6%
RAM
1285
Ramirez Asset Management
New York
$113K -$1.03M -3,299 -90%
AAS
1286
Ameritas Advisory Services
Nebraska
$112K -$207K -666 -66%
EP
1287
Essential Partners
California
$105K +$95.2K +306 +1,611%
BDL
1288
Banque de Luxembourg
Luxembourg
$100K +$96.4K +310 New
RCM
1289
Raleigh Capital Management
North Carolina
$98.2K +$8.09K +26 +9%
CWM
1290
Crowley Wealth Management
Delaware
$96.9K
MFC
1291
Mechanics Financial Corp
Ohio
$96.9K
MCM
1292
MV Capital Management
Maryland
$95.3K +$1.24K +4 +1%
HWA
1293
Heartwood Wealth Advisors
Virginia
$92.7K +$89.3K +287 New
HIA
1294
Harbor Investment Advisory
Maryland
$92.1K -$17.1K -55 -16%
OIAM
1295
OFI Invest Asset Management
France
$91.8K +$30.8K +99 +42%
IRC
1296
Investors Research Corp
Georgia
$91.1K
CT
1297
Caldwell Trust
Florida
$90.5K
HAP
1298
Harbor Asset Planning
Massachusetts
$89.2K
ST
1299
Smithfield Trust
Pennsylvania
$89K -$47.6K -153 -36%
RIL
1300
Rothschild Investment LLC
Illinois
$87.9K -$19.6K -63 -19%

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.