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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
BHWM
1401
Beaird Harris Wealth Management
Texas
$11K
MIM
1402
MTM Investment Management
South Carolina
$10.3K
HWP
1403
Highline Wealth Partners
California
$10K
PG
1404
Proffitt & Goodson
Tennessee
$10K
HWA
1405
HHM Wealth Advisors
Tennessee
$10K
HNW
1406
High Note Wealth
Minnesota
$9.37K
TF
1407
Tompkins Financial
New York
$9.37K
CJ
1408
Caitlin John
Michigan
$8.72K
NCM
1409
Northwest Capital Management
Oregon
$8.4K
PWMG
1410
Private Wealth Management Group
New Jersey
$8.08K
TFGT
1411
TS Financial Group (TSFG)
Illinois
$8K
OCM
1412
Orion Capital Management
California
$7.43K
FUBT
1413
First United Bank & Trust
Maryland
$7.11K
CA
1414
Crewe Advisors
Utah
$7.11K
MAM
1415
Marquette Asset Management
Minnesota
$6.79K
RPA
1416
Redwood Park Advisors
California
$6.53K
BONH
1417
Bank of New Hampshire
New Hampshire
$6.46K
AP
1418
Aspect Partners
Virginia
$6.46K
BFS
1419
Bare Financial Services
Pennsylvania
$6.14K
NEWAS
1420
N.E.W. Advisory Services
Wisconsin
$6.14K
SHIM
1421
Stone House Investment Management
Pennsylvania
$5.17K
TCA
1422
Trifecta Capital Advisors
Illinois
$5.17K
MSFP
1423
Mark Sheptoff Financial Planning
Connecticut
$5.17K
AAM
1424
Alphadyne Asset Management
New York
$5.17K
PCM
1425
Penserra Capital Management
California
$5K