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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
BGAI
1351
Bruce G. Allen Investments
Colorado
$33K -$71.8K -231 -69%
AIM
1352
Arcadia Investment Management
Michigan
$32.3K
LC
1353
Lavaca Capital
Texas
$32.3K
M
1354
MOTCO
Texas
$32.3K +$23.9K +77 +335%
PPC
1355
Park Place Capital
Alabama
$31K -$16.8K -54 -36%
CBT
1356
Crews Bank & Trust
Florida
$30.1K
TC
1357
Truvestments Capital
Florida
$28.4K -$24.9K -80 -48%
RF
1358
Rossby Financial
Florida
$27.9K +$13.7K +44 +110%
AWM
1359
Activest Wealth Management
Florida
$27.5K +$10.6K +34 +67%
PWA
1360
Physician Wealth Advisors
Utah
$26.5K +$19.6K +63 +332%
RFS
1361
Richardson Financial Services
Massachusetts
$25.9K +$6.22K +20 +33%
VWWMG
1362
Vermillion & White Wealth Management Group
Pennsylvania
$24.6K
FMII
1363
Farmers & Merchants Investments Inc
Nebraska
$24.2K
GPI
1364
General Partner Inc
Pennsylvania
$24.2K
MWM
1365
Mascoma Wealth Management
New Hampshire
$24.2K
SA
1366
Scarborough Advisors
Maryland
$24.2K
W
1367
WealthCollab
Washington
$23.9K -$13.4K -43 -37%
CIAS
1368
CBIZ Investment Advisory Services
Ohio
$23.9K -$4.98K -16 -18%
NC
1369
North Capital
Utah
$23.3K -$3.42K -11 -13%
MA
1370
Montag & Associates
Georgia
$23.1K -$50.1K -161 -69%
FFO
1371
Fortitude Family Office
Arizona
$22.9K -$74K -238 -77%
PSB
1372
Piscataqua Savings Bank
New Hampshire
$22.3K
AWM
1373
Abound Wealth Management
Tennessee
$21.6K -$3.11K -10 -13%
LAMC
1374
Longview Asset Management (California)
California
$21.3K
GGI
1375
Godsey & Gibb Inc
Virginia
$21.2K

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.