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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
AIIMS
1551
Analyst IMS Investment Management Services
Israel
PC
1552
Permanens Capital
New York
PCM
1553
PenderFund Capital Management
British Columbia, Canada
HT
1554
Heritage Trust
Oklahoma
QC
1555
Quantessence Capital
New York
AC
1556
Avestar Capital
New York
OWA
1557
Outlook Wealth Advisors
Texas
FFO
1558
Fiduciary Family Office
Florida
BHBT
1559
Burke & Herbert Bank & Trust
Virginia
Connor, Clark & Lunn Investment Management (CC&L)
1560
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
LCM
1561
Laurion Capital Management
New York
OCBCO
1562
Oversea-Chinese Banking Corp (OCBC)
Singapore
BWP
1563
Burling Wealth Partners
Illinois
CGL
1564
Clarius Group LLC
Washington
SC
1565
Soundwatch Capital
Connecticut
CAS
1566
CTC Alternative Strategies
Illinois
AFW
1567
Avantra Family Wealth
Pennsylvania
DWM
1568
Defined Wealth Management
Oregon
APWA
1569
Atlas Private Wealth Advisors
New Jersey
IC
1570
Iconiq Capital
California
CFM
1571
Catalyst Funds Management
Australia
KIM
1572
Kestra Investment Management
Texas
MAWA
1573
Moss Adams Wealth Advisors
Washington
ALAM
1574
Asahi Life Asset Management
Japan
DWP
1575
Daymark Wealth Partners
Ohio