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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
FFO
1576
Fiduciary Family Office
Florida
-$641K -1,647 Closed
BHBT
1577
Burke & Herbert Bank & Trust
Virginia
-$640K -1,646 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1578
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$609K -1,565 Closed
LCM
1579
Laurion Capital Management
New York
-$603K -1,550 Closed
OCBCO
1580
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$572K -1,532 Closed
BWP
1581
Burling Wealth Partners
Illinois
-$552K -1,419 Closed
CGL
1582
Clarius Group LLC
Washington
-$552K -1,418 Closed
SC
1583
Soundwatch Capital
Connecticut
-$867K -1,405 Closed
CAS
1584
CTC Alternative Strategies
Illinois
-$537K -1,380 Closed
AFW
1585
Avantra Family Wealth
Pennsylvania
-$531K -1,365 Closed
DWM
1586
Defined Wealth Management
Oregon
-$518K -1,331 Closed
APWA
1587
Atlas Private Wealth Advisors
New Jersey
-$512K -1,316 Closed
IC
1588
Iconiq Capital
California
-$506K -1,301 Closed
CFM
1589
Catalyst Funds Management
Australia
-$506K -1,300 Closed
KIM
1590
Kestra Investment Management
Texas
-$531K -1,296 Closed
MAWA
1591
Moss Adams Wealth Advisors
Washington
-$492K -1,264 Closed
ALAM
1592
Asahi Life Asset Management
Japan
-$484K -1,245 Closed
DWP
1593
Daymark Wealth Partners
Ohio
-$468K -1,203 Closed
I
1594
InceptionR
California
-$465K -1,195 Closed
AI
1595
AdvisorShares Investments
Maryland
-$454K -1,168 Closed
AIM
1596
Aspen Investment Management
Michigan
-$445K -1,143 Closed
ACS
1597
Archford Capital Strategies
Illinois
-$431K -1,109 Closed
ATS
1598
Ashton Thomas Securities
New York
-$418K -1,074 Closed
SW
1599
Solidarity Wealth
Utah
-$410K -1,055 Closed
WMA
1600
Wealth Management Associates
New Jersey
-$410K -1,053 Closed

ELV Hedge Fund Activity: Q3 2025 in Review

1,510 of the 7,619 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.