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Elevance Health

1,492 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
1,492
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
LAM
1601
Lountzis Asset Management
Pennsylvania
CCI
1602
Credit Capital Investments
New Jersey
MC
1603
Moors & Cabot
Massachusetts
AC
1604
ASB Consultores
Florida
BA
1605
Bridgewater Advisors
New York
PCP
1606
Proficio Capital Partners
Massachusetts
AIM
1607
Advyzon Investment Management
Illinois
RW
1608
RVW Wealth
California
AWE
1609
Avidian Wealth Enterprises
Texas
SI
1610
Seeds Investor
New York
PNC
1611
Park National Corp
Ohio
JCM
1612
Jacobsen Capital Management
Utah
3IP
1613
3Chopt Investment Partners
Virginia
MWM
1614
Maripau Wealth Management
Indiana
BAM
1615
Belpointe Asset Management
Nevada
MAM
1616
Marotta Asset Management
Virginia
PTC
1617
Petrus Trust Company
Texas
CAM
1618
Cozad Asset Management
Illinois
FA
1619
Fountainhead AM
New Jersey
FB
1620
First Bancorp
Maine
EH
1621
Equitable Holdings
New York
KA
1622
Kovack Advisors
Florida
AFT
1623
Alpha Family Trust
California
EW
1624
Elyxium Wealth
California
TIA
1625
Trust Investment Advisors
Indiana