ELV icon

Elevance Health

1,477 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 521 increasing their positions, 594 reducing their positions, and 218 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:

12% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 594

20% less capital invested

Capital invested by funds: $79.3B → $63.2B (-$16.1B)

24% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 218

Holders
1,477
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
KFPC
1376
KERR FINANCIAL PLANNING Corp
California
$15.2K
WA
1377
WPG Advisers
Maryland
$15.2K
TCB
1378
Texas Capital Bancshares
Texas
$14.5K
CNBTD
1379
Citizens National Bank Trust Department
Mississippi
$14.5K
DCM
1380
Davis Capital Management
Florida
$13.9K
KTC
1381
Kentucky Trust Company
Kentucky
$12.9K
DFA
1382
DHJJ Financial Advisors
Illinois
$12.6K
CPG
1383
Cornerstone Planning Group
New Jersey
$12.6K
AW
1384
Avion Wealth
Texas
$12K
TIM
1385
Tortoise Investment Management
New York
$12K
RWM
1386
Rialto Wealth Management
New York
$11.6K
BHWM
1387
Beaird Harris Wealth Management
Texas
$11K
MIM
1388
MTM Investment Management
South Carolina
$10.3K
HWP
1389
Highline Wealth Partners
California
$10K
PG
1390
Proffitt & Goodson
Tennessee
$10K
HWA
1391
HHM Wealth Advisors
Tennessee
$10K
HNW
1392
High Note Wealth
Minnesota
$9.37K
TF
1393
Tompkins Financial
New York
$9.37K
CJ
1394
Caitlin John
Michigan
$8.72K
NCM
1395
Northwest Capital Management
Oregon
$8.4K
PWMG
1396
Private Wealth Management Group
New Jersey
$8.08K
TFGT
1397
TS Financial Group (TSFG)
Illinois
$8K
OCM
1398
Orion Capital Management
California
$7.43K
FUBT
1399
First United Bank & Trust
Maryland
$7.11K
CA
1400
Crewe Advisors
Utah
$7.11K