ELV icon

Elevance Health

1,491 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
1,491
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
PMFA
1376
Plante Moran Financial Advisors
Michigan
$17.4K
JGIA
1377
Jackson Grant Investment Advisers
Connecticut
$17.1K
AFG
1378
Albion Financial Group
Utah
$16.8K
FC
1379
Financial Consulate
Maryland
$16.5K
VWM
1380
Vermillion Wealth Management
Minnesota
$16.5K
BL
1381
BFSG LLC
California
$16.2K
BTC
1382
Bank & Trust Company
Illinois
$16.2K
BCM
1383
Berbice Capital Management
New York
$16.2K
HHMI
1384
Howard Hughes Medical Institute
Maryland
$15.8K
MFT
1385
Moisand Fitzgerald Tamayo
Florida
$15.8K
NWMP
1386
Noble Wealth Management PBC
Colorado
$15.8K
OP
1387
ORG Partners
Indiana
$15.8K
WBC
1388
West Branch Capital
Massachusetts
$15.5K
KFP
1389
Kerr Financial Planning
California
$15.2K
WA
1390
WPG Advisers
Maryland
$15.2K
TCB
1391
Texas Capital Bancshares
Texas
$14.5K
CNBTD
1392
Citizens National Bank Trust Department
Mississippi
$14.5K
APW
1393
Aventura Private Wealth
Florida
$13.9K
DCM
1394
Davis Capital Management
Florida
$13.9K
KTC
1395
Kentucky Trust Company
Kentucky
$12.9K
DFA
1396
DHJJ Financial Advisors
Illinois
$12.6K
CPG
1397
Cornerstone Planning Group
New Jersey
$12.6K
AW
1398
Avion Wealth
Texas
$12K
TIM
1399
Tortoise Investment Management
New York
$12K
RWM
1400
Rialto Wealth Management
New York
$11.6K