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Elevance Health

1,492 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, 525 increasing their positions, 603 reducing their positions, and 220 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: 525 | Existing positions reduced: 603

21% less capital invested

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

25% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 220

Holders
1,492
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
HIA
1301
HFM Investment Advisors
New Jersey
$77.9K
WAG
1302
Wiser Advisor Group
Arizona
$75K
SCA
1303
Stuart Chaussee & Associates
California
$75K
WTA
1304
Washington Trust Advisors
Massachusetts
$74.3K
Cohen & Steers
1305
Cohen & Steers
New York
$71K
KA
1306
Kozak & Associates
Colorado
$69.8K
CIAM
1307
Caitong International Asset Management
Hong Kong
$67.5K
OAJ
1308
Ogorek Anthony Joseph
New York
$67K
JWA
1309
JFS Wealth Advisors
Pennsylvania
$63.3K
QL
1310
Quarry LP
New York
$62.4K
GSWM
1311
Golden State Wealth Management
California
$61.2K
GKIM
1312
GW&K Investment Management
Massachusetts
$60K
VWM
1313
Valley Wealth Managers
New Jersey
$56.5K
HWM
1314
Hemington Wealth Management
Virginia
$56K
TCOV
1315
Trust Company of Vermont
Vermont
$55.6K
HDIM
1316
Hanson & Doremus Investment Management
Vermont
$55K
ANBT
1317
American National Bank & Trust
Texas
$54.9K
SC
1318
Stephens Consulting
Michigan
$53K
CGA
1319
Compound Global Advisors
Washington
$53K
FCAS
1320
First Command Advisory Services
Texas
$52.3K
CSB
1321
City State Bank
Iowa
$51.7K
PPA
1322
Pilgrim Partners Asia
Singapore
$51.7K
AGWCA
1323
Annis Gardner Whiting Capital Advisors
Florida
$49.4K
CMP
1324
Coston McIsaac & Partners
Maine
$48K
DPW
1325
DiNuzzo Private Wealth
Pennsylvania
$43.7K