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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
FWM
1451
FSA Wealth Management
Massachusetts
$4.2K
PWA
1452
Principia Wealth Advisory
Texas
$4.2K +$1.24K +4 +44%
RS
1453
Rakuten Securities
Japan
$4.2K +$3.73K +12 +1,200%
STB
1454
S&T Bank
Pennsylvania
$4.2K +$3.42K +11 +550%
HFS
1455
Hughes Financial Services
Virginia
$3.95K +$1.24K +4 +44%
EWP
1456
Elevation Wealth Partners
California
$3.88K +$3.73K +12 New
CBT
1457
CoreFirst Bank & Trust
Kansas
$3.88K
EPAM
1458
Evelyn Partners Asset Management
$3.88K +$2.49K +8 +200%
GA
1459
Guerra Advisors
Florida
$3.88K +$3.73K +12 New
WB
1460
Webster Bank
Connecticut
$3.88K +$3.73K +12 New
CWP
1461
Clark Wealth Partners
Illinois
$3.86K -$311 -1 -8%
CB
1462
CNB Bank
Pennsylvania
$3.55K -$3.42K -11 -50%
JWM
1463
JPL Wealth Management
Colorado
$3.23K +$3.11K +10 New
BI
1464
Binnacle Investments
Iowa
$3.23K +$311 +1 +11%
CWA
1465
Carolina Wealth Advisors
South Carolina
$2.91K
SPF
1466
South Plains Financial
Texas
$2.91K
GFWA
1467
Grey Fox Wealth Advisors
Delaware
$2.69K +$2.49K +8 New
CAC
1468
Core Alternative Capital
Georgia
$2.58K -$25.8K -83 -91%
IWM
1469
IMG Wealth Management
Florida
$2.58K
Q1WB
1470
Quest 10 Wealth Builders
Virginia
$2.58K
AG
1471
AmeriFlex Group
Nevada
$2.58K +$2.49K +8 New
WA
1472
WestEnd Advisors
North Carolina
$2.26K -$933 -3 -30%
CSC
1473
Caldwell Sutter Capital
California
$2.26K
GWSA
1474
Global Wealth Strategies & Associates
Colorado
$2.26K
HI
1475
Hoey Investments
Pennsylvania
$2.26K

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.