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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
CI
1476
Clal Insurance
Israel
$2K -$6.53K -21 -78%
HBW
1477
Hazlett, Burt & Watson
West Virginia
$2K -$2.49K -8 -62%
CCM
1478
Cloud Capital Management
Washington
$2K +$2.49K +8 New
NL
1479
NVWM LLC
Pennsylvania
$1.94K
DF
1480
DecisionPoint Financial
Arizona
$1.66K
DF
1481
Dunhill Financial
United Kingdom
$1.65K -$2.18K -7 -58%
PS
1482
PayPay Securities
Japan
$1.65K +$311 +1 +25%
SFCL
1483
Strengthening Families & Communities LLC
Massachusetts
$1.63K +$1.55K +5 New
JFA
1484
JNBA Financial Advisors
Minnesota
$1.62K
RP
1485
Raelipskie Partnership
Ontario, Canada
$1.62K
ACA
1486
American Capital Advisory
Idaho
$1.62K +$311 +1 +25%
WWA
1487
Wealth Watch Advisors
Colorado
$1.62K +$1.55K +5 New
VWA
1488
Valued Wealth Advisors
Utah
$1.32K
QWM
1489
Quaker Wealth Management
New Jersey
$1.29K -$311 -1 -20%
FNWA
1490
Financial Network Wealth Advisors
Utah
$1.29K
GEA
1491
Glen Eagle Advisors
New Jersey
$1.29K
MWPCG
1492
Measured Wealth Private Client Group
New Hampshire
$1.29K +$1.24K +4 New
PMAM
1493
Picton Mahoney Asset Management
Ontario, Canada
$1K
TFM
1494
TFC Financial Management
Massachusetts
$971 -$1.55K -5 -63%
RWS
1495
Retirement Wealth Solutions
Wisconsin
$970 +$933 +3 New
NMG
1496
New Millennium Group
Utah
$969 -$933 -3 -50%
WOC
1497
West Oak Capital
California
$808
SWA
1498
SOA Wealth Advisors
New York
$683
WW
1499
Winnow Wealth
Texas
$648 +$622 +2 New
LWMI
1500
Legacy Wealth Management (Idaho)
Idaho
$647

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.