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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
DCM
1401
Davis Capital Management
Florida
$13.9K
KTC
1402
Kentucky Trust Company
Kentucky
$12.9K
DFA
1403
DHJJ Financial Advisors
Illinois
$12.6K
CPG
1404
Cornerstone Planning Group
New Jersey
$12.6K
AW
1405
Avion Wealth
Texas
$12K
TIM
1406
Tortoise Investment Management
New York
$12K
RWM
1407
Rialto Wealth Management
New York
$11.6K
BHWM
1408
Beaird Harris Wealth Management
Texas
$11K
MIM
1409
MTM Investment Management
South Carolina
$10.3K
HWP
1410
Highline Wealth Partners
California
$10K
PG
1411
Proffitt & Goodson
Tennessee
$10K
HWA
1412
HHM Wealth Advisors
Tennessee
$10K
HNW
1413
High Note Wealth
Minnesota
$9.37K
TF
1414
Tompkins Financial
New York
$9.37K
CJ
1415
Caitlin John
Michigan
$8.72K
NCM
1416
Northwest Capital Management
Oregon
$8.4K
PWMG
1417
Private Wealth Management Group
New Jersey
$8.08K
TFGT
1418
TS Financial Group (TSFG)
Illinois
$8K
OCM
1419
Orion Capital Management
California
$7.43K
FUBT
1420
First United Bank & Trust
Maryland
$7.11K
CA
1421
Crewe Advisors
Utah
$7.11K
MAM
1422
Marquette Asset Management
Minnesota
$6.79K
RPA
1423
Redwood Park Advisors
California
$6.53K
BONH
1424
Bank of New Hampshire
New Hampshire
$6.46K
AP
1425
Aspect Partners
Virginia
$6.46K