We are live on ! Find out more
ELV icon

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
MFT
1401
Moisand Fitzgerald Tamayo
Florida
$15.8K
NWMP
1402
Noble Wealth Management PBC
Colorado
$15.8K +$15.2K +49 New
OP
1403
ORG Partners
Indiana
$15.8K -$1.87K -6 -11%
WBC
1404
West Branch Capital
Massachusetts
$15.5K +$14.9K +48 New
KFP
1405
Kerr Financial Planning
California
$15.2K +$14.3K +46 New
WA
1406
WPG Advisers
Maryland
$15.2K -$7.78K -25 -35%
TCB
1407
Texas Capital Bancshares
Texas
$14.5K +$14K +45 New
CNBTD
1408
Citizens National Bank Trust Department
Mississippi
$14.5K
APW
1409
Aventura Private Wealth
Florida
$13.9K +$7.78K +25 +139%
DCM
1410
Davis Capital Management
Florida
$13.9K +$13.4K +43 New
KTC
1411
Kentucky Trust Company
Kentucky
$12.9K
DFA
1412
DHJJ Financial Advisors
Illinois
$12.6K
CPG
1413
Cornerstone Planning Group
New Jersey
$12.6K +$5.29K +17 +77%
AW
1414
Avion Wealth
Texas
$12K -$1.55K -5 -11%
TIM
1415
Tortoise Investment Management
New York
$12K +$1.55K +5 +16%
RWM
1416
Rialto Wealth Management
New York
$11.6K
SWP
1417
SIMA Wealth Partners
Virginia
$11.6K
BHWM
1418
Beaird Harris Wealth Management
Texas
$11K -$3.11K -10 -23%
MIM
1419
MTM Investment Management
South Carolina
$10.3K
HWP
1420
Highline Wealth Partners
California
$10K +$6.22K +20 +182%
HWA
1421
HHM Wealth Advisors
Tennessee
$10K
PG
1422
Proffitt & Goodson
Tennessee
$10K
HNW
1423
High Note Wealth
Minnesota
$9.37K -$1.87K -6 -17%
TF
1424
Tompkins Financial
New York
$9.37K
CJ
1425
Caitlin John
Michigan
$8.72K +$8.4K +27 New

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.