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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
VWM
1326
Valley Wealth Managers
New Jersey
$56.5K
HWM
1327
Hemington Wealth Management
Virginia
$56K -$13.1K -42 -19%
TCOV
1328
Trust Company of Vermont
Vermont
$55.6K
HDIM
1329
Hanson & Doremus Investment Management
Vermont
$55K -$1.87K -6 -3%
ANBT
1330
American National Bank & Trust
Texas
$54.9K
SC
1331
Stephens Consulting
Michigan
$53K -$1.24K -4 -2%
CGA
1332
Compound Global Advisors
Washington
$53K
FCAS
1333
First Command Advisory Services
Texas
$52.3K -$19K -61 -27%
CSB
1334
City State Bank
Iowa
$51.7K
PPA
1335
Pilgrim Partners Asia
Singapore
$51.7K +$49.8K +160 New
AGWCA
1336
Annis Gardner Whiting Capital Advisors
Florida
$49.4K -$13.1K -42 -22%
CMP
1337
Coston McIsaac & Partners
Maine
$48K
DPW
1338
DiNuzzo Private Wealth
Pennsylvania
$43.7K -$3.11K -10 -7%
NS
1339
NBC Securities
Alabama
$43.6K -$4.67K -15 -10%
FP
1340
Financial Perspectives
Minnesota
$43.6K
MSG
1341
Main Street Group
Virginia
$42.7K -$34.2K -110 -45%
AA
1342
Ancora Advisors
Ohio
$42.7K -$32.7K -105 -44%
CWP
1343
Concord Wealth Partners
Virginia
$39.4K -$150K -482 -80%
SR
1344
Syntax Research
Florida
$39K -$895K -2,879 -96%
TWD
1345
True Wealth Design
Ohio
$37.9K +$29.5K +95 +432%
PB
1346
Pinnacle Bancorp
Nebraska
$37.2K -$3.73K -12 -9%
AWM
1347
AllSquare Wealth Management
New York
$35.5K
TCOT
1348
Trust Company of Toledo
Ohio
$35.5K
BWL
1349
Bogart Wealth LLC
Virginia
$33.9K +$2.18K +7 +7%
IWP
1350
IAG Wealth Partners
Wisconsin
$33.6K

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.