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Elevance Health

1,503 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 529 increasing their positions, 606 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: 606

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
TCB
1401
Texas Capital Bancshares
Texas
$14.5K
CNBTD
1402
Citizens National Bank Trust Department
Mississippi
$14.5K
APW
1403
Aventura Private Wealth
Florida
$13.9K
DCM
1404
Davis Capital Management
Florida
$13.9K
KTC
1405
Kentucky Trust Company
Kentucky
$12.9K
DFA
1406
DHJJ Financial Advisors
Illinois
$12.6K
CPG
1407
Cornerstone Planning Group
New Jersey
$12.6K
AW
1408
Avion Wealth
Texas
$12K
TIM
1409
Tortoise Investment Management
New York
$12K
RWM
1410
Rialto Wealth Management
New York
$11.6K
BHWM
1411
Beaird Harris Wealth Management
Texas
$11K
MIM
1412
MTM Investment Management
South Carolina
$10.3K
HWP
1413
Highline Wealth Partners
California
$10K
HWA
1414
HHM Wealth Advisors
Tennessee
$10K
PG
1415
Proffitt & Goodson
Tennessee
$10K
HNW
1416
High Note Wealth
Minnesota
$9.37K
TF
1417
Tompkins Financial
New York
$9.37K
CJ
1418
Caitlin John
Michigan
$8.72K
NCM
1419
Northwest Capital Management
Oregon
$8.4K
PWMG
1420
Private Wealth Management Group
New Jersey
$8.08K
TFGT
1421
TS Financial Group (TSFG)
Illinois
$8K
OCM
1422
Orion Capital Management
California
$7.43K
FUBT
1423
First United Bank & Trust
Maryland
$7.11K
CA
1424
Crewe Advisors
Utah
$7.11K
MAM
1425
Marquette Asset Management
Minnesota
$6.79K