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Elevance Health

1,500 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, 529 increasing their positions, 605 reducing their positions, and 222 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: 529 | Existing positions reduced: 605

20% less capital invested

Capital invested by funds: $79.5B → $63.2B (-$16.3B)

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
AWM
1376
Accredited Wealth Management
Kentucky
$18.4K
HFS
1377
Hopwood Financial Services
Virginia
$18.1K
FWA
1378
Flagship Wealth Advisors
Massachusetts
$18.1K
FDCP
1379
Foster Dykema Cabot & Partners
Massachusetts
$18.1K
BWAM
1380
Boyd Watterson Asset Management
Ohio
$18.1K
PAM
1381
Palisade Asset Management
Minnesota
$17.4K
PMFA
1382
Plante Moran Financial Advisors
Michigan
$17.4K
JGIA
1383
Jackson Grant Investment Advisers
Connecticut
$17.1K
AFG
1384
Albion Financial Group
Utah
$16.8K
KG
1385
Kilter Group
New York
$16.8K
FC
1386
Financial Consulate
Maryland
$16.5K
VWM
1387
Vermillion Wealth Management
Minnesota
$16.5K
BL
1388
BFSG LLC
California
$16.2K
BTC
1389
Bank & Trust Company
Illinois
$16.2K
BCM
1390
Berbice Capital Management
New York
$16.2K
HHMI
1391
Howard Hughes Medical Institute
Maryland
$15.8K
MFT
1392
Moisand Fitzgerald Tamayo
Florida
$15.8K
NWMP
1393
Noble Wealth Management PBC
Colorado
$15.8K
OP
1394
ORG Partners
Indiana
$15.8K
WBC
1395
West Branch Capital
Massachusetts
$15.5K
KFP
1396
Kerr Financial Planning
California
$15.2K
WA
1397
WPG Advisers
Maryland
$15.2K
TCB
1398
Texas Capital Bancshares
Texas
$14.5K
CNBTD
1399
Citizens National Bank Trust Department
Mississippi
$14.5K
APW
1400
Aventura Private Wealth
Florida
$13.9K