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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
NCM
1426
Northwest Capital Management
Oregon
$8.4K
PWMG
1427
Private Wealth Management Group
New Jersey
$8.08K -$13.4K -43 -63%
TFGT
1428
TS Financial Group (TSFG)
Illinois
$8K +$7.78K +25 New
OCM
1429
Orion Capital Management
California
$7.43K
CA
1430
Crewe Advisors
Utah
$7.11K
FUBT
1431
First United Bank & Trust
Maryland
$7.11K
MAM
1432
Marquette Asset Management
Minnesota
$6.79K +$6.53K +21 New
RPA
1433
Redwood Park Advisors
California
$6.53K
BONH
1434
Bank of New Hampshire
New Hampshire
$6.46K -$15.6K -50 -71%
AP
1435
Aspect Partners
Virginia
$6.46K -$3.11K -10 -33%
BFS
1436
Bare Financial Services
Pennsylvania
$6.14K
NEWAS
1437
N.E.W. Advisory Services
Wisconsin
$6.14K +$5.91K +19 New
MSFP
1438
Mark Sheptoff Financial Planning
Connecticut
$5.17K
SHIM
1439
Stone House Investment Management
Pennsylvania
$5.17K
TCA
1440
Trifecta Capital Advisors
Illinois
$5.17K
AAM
1441
Alphadyne Asset Management
New York
$5.17K +$4.98K +16 New
PCM
1442
Penserra Capital Management
California
$5K
WWM
1443
Wolff Wiese Magana
California
$4.85K +$1.55K +5 +50%
CTWM
1444
Cherry Tree Wealth Management
Minnesota
$4.52K
HCM
1445
Hollencrest Capital Management
California
$4.52K
DWM
1446
Dogwood Wealth Management
Kansas
$4.52K +$622 +2 +17%
PP
1447
PFS Partners
New Jersey
$4.22K
SS
1448
Sunbelt Securities
Texas
$4.2K -$4.98K -16 -55%
CAIM
1449
Catherine Avery Investment Management
Florida
$4.2K
FGA
1450
Fortis Group Advisors
New Jersey
$4.2K

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.