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Elevance Health

1,492 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
1,492
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
PCM
1426
Penserra Capital Management
California
$5K
WWM
1427
Wolff Wiese Magana
California
$4.85K
HCM
1428
Hollencrest Capital Management
California
$4.52K
CTWM
1429
Cherry Tree Wealth Management
Minnesota
$4.52K
DWM
1430
Dogwood Wealth Management
Kansas
$4.52K
PP
1431
PFS Partners
New Jersey
$4.22K
SS
1432
Sunbelt Securities
Texas
$4.2K
CAIM
1433
Catherine Avery Investment Management
Florida
$4.2K
FWM
1434
FSA Wealth Management
Massachusetts
$4.2K
FGA
1435
Fortis Group Advisors
New Jersey
$4.2K
RS
1436
Rakuten Securities
Japan
$4.2K
STB
1437
S&T Bank
Pennsylvania
$4.2K
HFS
1438
Hughes Financial Services
Virginia
$3.95K
EWP
1439
Elevation Wealth Partners
California
$3.88K
CBT
1440
CoreFirst Bank & Trust
Kansas
$3.88K
EPAM
1441
Evelyn Partners Asset Management
$3.88K
GA
1442
Guerra Advisors
Florida
$3.88K
WB
1443
Webster Bank
Connecticut
$3.88K
CB
1444
CNB Bank
Pennsylvania
$3.55K
JWM
1445
JPL Wealth Management
Colorado
$3.23K
BI
1446
Binnacle Investments
Iowa
$3.23K
CWA
1447
Carolina Wealth Advisors
South Carolina
$2.91K
SPF
1448
South Plains Financial
Texas
$2.91K
GFWA
1449
Grey Fox Wealth Advisors
Delaware
$2.69K
CAC
1450
Core Alternative Capital
Georgia
$2.58K