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Elevance Health

1,477 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 521 increasing their positions, 594 reducing their positions, and 218 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:

12% less repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 594

20% less capital invested

Capital invested by funds: $79.3B → $63.2B (-$16.1B)

24% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 218

Holders
1,477
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
PTC
1601
Petrus Trust Company
Texas
CAM
1602
Cozad Asset Management
Illinois
FA
1603
Fountainhead AM
New Jersey
FB
1604
First Bancorp
Maine
EH
1605
Equitable Holdings
New York
KA
1606
Kovack Advisors
Florida
AFT
1607
Alpha Family Trust
California
EW
1608
Elyxium Wealth
California
TIA
1609
Trust Investment Advisors
Indiana
FHA
1610
Flagship Harbor Advisors
Massachusetts
CPC
1611
Consolidated Planning Corp
Georgia
CAMV
1612
Concord Asset Management (Virginia)
Virginia
CPA
1613
Court Place Advisors
Maryland
MPM
1614
MBB Public Markets
Illinois
PC
1615
Pecaut & Co
Iowa
GCIA
1616
Gabelli & Co Investment Advisers
New York
DC
1617
Diametric Capital
Massachusetts
EWM
1618
Evercore Wealth Management
New York
AF
1619
Apollon Financial
South Carolina
FFA
1620
Florida Financial Advisors
Florida
RFM
1621
Royal Fund Management
Florida
SAM
1622
Sawgrass Asset Management
Florida
AA
1623
Advisory Alpha
Michigan
MSCM
1624
McElhenny Sheffield Capital Management
Texas
AT
1625
American Trust
Kentucky