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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
FWP
1626
FAS Wealth Partners
Kansas
CPRC
1627
Consolidated Portfolio Review Corp
New York
VAM
1628
Verity Asset Management
North Carolina
KA
1629
KLCM Advisors
Wisconsin
QFA
1630
Quantum Financial Advisors
California
EI
1631
eCIO Inc
Wisconsin
AW
1632
Alteri Wealth
California
SPFA
1633
Summit Place Financial Advisors
New Jersey
BL
1634
Balentine LLC
Georgia
LWM
1635
LJI Wealth Management
Indiana
SL
1636
Sentinus LLC
Illinois
BF
1637
Brooklyn FI
New York
TC
1638
TownSquare Capital
Utah
EGA
1639
E&G Advisors
Texas
TFS
1640
Thoroughbred Financial Services
Tennessee
KFS
1641
Kelly Financial Services
Massachusetts
CCM
1642
Crew Capital Management
Ohio
PTP
1643
Platform Technology Partners
New York
HWP
1644
Hibernia Wealth Partners
Louisiana
LWCFA
1645
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
AWM
1646
Aprio Wealth Management
Georgia
BG
1647
Bahl & Gaynor
Ohio
DFG
1648
Demars Financial Group
Washington
BFP
1649
Briaud Financial Planning
Texas
IWA
1650
Icon Wealth Advisors
Texas