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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
FC
1376
Fairscale Capital
New Hampshire
$21K
RFP
1377
Root Financial Partners
California
$20.7K +$19.9K +64 New
CM
1378
Capula Management
Cayman Islands
$20.4K -$57.8K -186 -75%
SAM
1379
Strive Asset Management
Ohio
$20K +$19.3K +62 New
PGAM
1380
Princeton Global Asset Management
New Jersey
$19.8K
AF
1381
Alerus Financial
North Dakota
$19.7K
TCM
1382
TD Capital Management
Tennessee
$19.6K +$311 +1 +2%
FMP
1383
Financial Management Professionals
Texas
$18.4K -$2.18K -7 -11%
FDW
1384
Fourth Dimension Wealth
Ohio
$18.4K
AWM
1385
Accredited Wealth Management
Kentucky
$18.4K +$8.09K +26 +46%
HFS
1386
Hopwood Financial Services
Virginia
$18.1K -$7.15K -23 -29%
FWA
1387
Flagship Wealth Advisors
Massachusetts
$18.1K -$4.35K -14 -20%
BWAM
1388
Boyd Watterson Asset Management
Ohio
$18.1K
FDCP
1389
Foster Dykema Cabot & Partners
Massachusetts
$18.1K
PAM
1390
Palisade Asset Management
Minnesota
$17.4K +$16.8K +54 New
PMFA
1391
Plante Moran Financial Advisors
Michigan
$17.4K -$622 -2 -4%
JGIA
1392
Jackson Grant Investment Advisers
Connecticut
$17.1K -$17.4K -56 -51%
AFG
1393
Albion Financial Group
Utah
$16.8K
KG
1394
Kilter Group
New York
$16.8K +$9.64K +31 +148%
FC
1395
Financial Consulate
Maryland
$16.5K +$15.9K +51 New
VWM
1396
Vermillion Wealth Management
Minnesota
$16.5K
BTC
1397
Bank & Trust Company
Illinois
$16.2K
BL
1398
BFSG LLC
California
$16.2K
BCM
1399
Berbice Capital Management
New York
$16.2K +$15.6K +50 New
HHMI
1400
Howard Hughes Medical Institute
Maryland
$15.8K -$311 -1 -2%

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.