ELV icon

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