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Elevance Health

1,500 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, 529 increasing their positions, 605 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: 605

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
BFS
1426
Bare Financial Services
Pennsylvania
$6.14K
NEWAS
1427
N.E.W. Advisory Services
Wisconsin
$6.14K
SHIM
1428
Stone House Investment Management
Pennsylvania
$5.17K
MSFP
1429
Mark Sheptoff Financial Planning
Connecticut
$5.17K
TCA
1430
Trifecta Capital Advisors
Illinois
$5.17K
AAM
1431
Alphadyne Asset Management
New York
$5.17K
PCM
1432
Penserra Capital Management
California
$5K
WWM
1433
Wolff Wiese Magana
California
$4.85K
CTWM
1434
Cherry Tree Wealth Management
Minnesota
$4.52K
HCM
1435
Hollencrest Capital Management
California
$4.52K
DWM
1436
Dogwood Wealth Management
Kansas
$4.52K
PP
1437
PFS Partners
New Jersey
$4.22K
SS
1438
Sunbelt Securities
Texas
$4.2K
CAIM
1439
Catherine Avery Investment Management
Florida
$4.2K
FWM
1440
FSA Wealth Management
Massachusetts
$4.2K
FGA
1441
Fortis Group Advisors
New Jersey
$4.2K
PWA
1442
Principia Wealth Advisory
Texas
$4.2K
RS
1443
Rakuten Securities
Japan
$4.2K
STB
1444
S&T Bank
Pennsylvania
$4.2K
HFS
1445
Hughes Financial Services
Virginia
$3.95K
EWP
1446
Elevation Wealth Partners
California
$3.88K
CBT
1447
CoreFirst Bank & Trust
Kansas
$3.88K
EPAM
1448
Evelyn Partners Asset Management
$3.88K
WB
1449
Webster Bank
Connecticut
$3.88K
GA
1450
Guerra Advisors
Florida
$3.88K