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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
SWM
1301
Spire Wealth Management
Virginia
$87.1K -$5.91K -19 -7%
VNA
1302
Valley National Advisers
Pennsylvania
$87K -$21.8K -70 -21%
CTA
1303
Colonial Trust Advisors
South Carolina
$86.9K
MA
1304
MCF Advisors
Kentucky
$86.3K +$2.49K +8 +3%
OC
1305
Oakworth Capital
Alabama
$85.3K +$5.91K +19 +8%
SCM
1306
Silvant Capital Management
Georgia
$83K
CT
1307
Clearstead Trust
Maine
$81.8K -$3.11K -10 -4%
TC
1308
Trust Company
Kansas
$81.4K
CAL
1309
Capital Advisors Ltd
Ohio
$81K +$14K +45 +22%
MMG
1310
Monetary Management Group
Missouri
$80.8K
SL
1311
Salomon & Ludwin
Virginia
$80.3K +$29.5K +95 +71%
EA
1312
Evolution Advisers
Virginia
$78K
BOJHT
1313
Bank of Jackson Hole Trust
Wyoming
$77.9K
HIA
1314
HFM Investment Advisors
New Jersey
$77.9K -$311 -1 -0.4%
WAG
1315
Wiser Advisor Group
Arizona
$75K +$72.2K +232 New
SCA
1316
Stuart Chaussee & Associates
California
$75K -$26.4K -85 -27%
WTA
1317
Washington Trust Advisors
Massachusetts
$74.3K -$25.5K -82 -26%
Cohen & Steers
1318
Cohen & Steers
New York
$71K
KA
1319
Kozak & Associates
Colorado
$69.8K -$46K -148 -41%
CIAM
1320
Caitong International Asset Management
Hong Kong
$67.5K +$9.02K +29 +16%
OAJ
1321
Ogorek Anthony Joseph
New York
$67K +$7.15K +23 +12%
JWA
1322
JFS Wealth Advisors
Pennsylvania
$63.3K -$6.22K -20 -9%
QL
1323
Quarry LP
New York
$62.4K +$60K +193 New
GSWM
1324
Golden State Wealth Management
California
$61.2K -$1.24K -4 -2%
GKIM
1325
GW&K Investment Management
Massachusetts
$60K -$9.95K -32 -15%

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.