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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
ICP
1601
Impact Capital Partners
Colorado
-$408K -1,048 Closed
DC
1602
Dahring Cusmano
Michigan
-$399K -1,025 Closed
BWM
1603
Blossom Wealth Management
California
-$389K -999 Closed
SFG
1604
SevenBridge Financial Group
Pennsylvania
-$274K -938 Closed
W
1605
Wealthquest
Ohio
-$364K -935 Closed
VIA
1606
Victrix Investment Advisors
Florida
-$345K -887 Closed
SCM
1607
SCS Capital Management
Massachusetts
-$336K -863 Closed
ZIM
1608
Zacks Investment Management
Illinois
-$330K -849 Closed
BWP
1609
BSW Wealth Partners
Colorado
-$330K -848 Closed
SIC
1610
Sage Investment Counsel
Tennessee
-$329K -847 Closed
HIP
1611
HUB Investment Partners
Texas
-$324K -834 Closed
SXL
1612
Summit X LLC
Missouri
-$318K -817 Closed
CCA
1613
Childress Capital Advisors
Texas
-$310K -797 Closed
AFA
1614
AA Financial Advisors
Ohio
-$308K -792 Closed
DWM
1615
Dakota Wealth Management
Florida
-$304K -781 Closed
PAS
1616
PKS Advisory Services
New York
-$292K -772 Closed
TNA
1617
True North Advisors
Texas
-$298K -765 Closed
LAM
1618
Lountzis Asset Management
Pennsylvania
-$294K -755 Closed
CCI
1619
Credit Capital Investments
New Jersey
-$292K -750 Closed
MC
1620
Moors & Cabot
Massachusetts
-$290K -745 Closed
AC
1621
ASB Consultores
Florida
-$281K -722 Closed
BA
1622
Bridgewater Advisors
New York
-$208K -720 Closed
PCP
1623
Proficio Capital Partners
Massachusetts
-$279K -716 Closed
AIM
1624
Advyzon Investment Management
Illinois
-$276K -710 Closed
RW
1625
RVW Wealth
California
-$270K -695 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.