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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
NS
1326
NBC Securities
Alabama
$43.6K
FP
1327
Financial Perspectives
Minnesota
$43.6K
MSG
1328
Main Street Group
Virginia
$42.7K
AA
1329
Ancora Advisors
Ohio
$42.7K
CWP
1330
Concord Wealth Partners
Virginia
$39.4K
SR
1331
Syntax Research
Florida
$39K
TWD
1332
True Wealth Design
Ohio
$37.9K
PB
1333
Pinnacle Bancorp
Nebraska
$37.2K
AWM
1334
AllSquare Wealth Management
New York
$35.5K
TCOT
1335
Trust Company of Toledo
Ohio
$35.5K
BWL
1336
Bogart Wealth LLC
Virginia
$33.9K
IWP
1337
IAG Wealth Partners
Wisconsin
$33.6K
BGAI
1338
Bruce G. Allen Investments
Colorado
$33K
AIM
1339
Arcadia Investment Management
Michigan
$32.3K
LC
1340
Lavaca Capital
Texas
$32.3K
M
1341
MOTCO
Texas
$32.3K
PPC
1342
Park Place Capital
Alabama
$31K
CBT
1343
Crews Bank & Trust
Florida
$30.1K
TC
1344
Truvestments Capital
Florida
$28.4K
RF
1345
Rossby Financial
Florida
$27.9K
AWM
1346
Activest Wealth Management
Florida
$27.5K
PWA
1347
Physician Wealth Advisors
Utah
$26.5K
RFS
1348
Richardson Financial Services
Massachusetts
$25.9K
VWWMG
1349
Vermillion & White Wealth Management Group
Pennsylvania
$24.6K
FMII
1350
Farmers & Merchants Investments Inc
Nebraska
$24.2K