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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
PAM
1376
Palisade Asset Management
Minnesota
$17.4K
PMFA
1377
Plante Moran Financial Advisors
Michigan
$17.4K
JGIA
1378
Jackson Grant Investment Advisers
Connecticut
$17.1K
AFG
1379
Albion Financial Group
Utah
$16.8K
FC
1380
Financial Consulate
Maryland
$16.5K
VWM
1381
Vermillion Wealth Management
Minnesota
$16.5K
BTC
1382
Bank & Trust Company
Illinois
$16.2K
BL
1383
BFSG LLC
California
$16.2K
BCM
1384
Berbice Capital Management
New York
$16.2K
HHMI
1385
Howard Hughes Medical Institute
Maryland
$15.8K
MFT
1386
Moisand Fitzgerald Tamayo
Florida
$15.8K
NWMP
1387
Noble Wealth Management PBC
Colorado
$15.8K
OP
1388
ORG Partners
Indiana
$15.8K
WBC
1389
West Branch Capital
Massachusetts
$15.5K
KFP
1390
Kerr Financial Planning
California
$15.2K
WA
1391
WPG Advisers
Maryland
$15.2K
TCB
1392
Texas Capital Bancshares
Texas
$14.5K
CNBTD
1393
Citizens National Bank Trust Department
Mississippi
$14.5K
APW
1394
Aventura Private Wealth
Florida
$13.9K
DCM
1395
Davis Capital Management
Florida
$13.9K
KTC
1396
Kentucky Trust Company
Kentucky
$12.9K
DFA
1397
DHJJ Financial Advisors
Illinois
$12.6K
CPG
1398
Cornerstone Planning Group
New Jersey
$12.6K
AW
1399
Avion Wealth
Texas
$12K
TIM
1400
Tortoise Investment Management
New York
$12K