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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
AWE
1626
Avidian Wealth Enterprises
Texas
-$270K -693 Closed
SI
1627
Seeds Investor
New York
-$264K -680 Closed
JCM
1628
Jacobsen Capital Management
Utah
-$264K -678 Closed
PNC
1629
Park National Corp
Ohio
-$264K -678 Closed
3IP
1630
3Chopt Investment Partners
Virginia
-$259K -665 Closed
MWM
1631
Maripau Wealth Management
Indiana
-$258K -662 Closed
BAM
1632
Belpointe Asset Management
Nevada
-$249K -640 Closed
MAM
1633
Marotta Asset Management
Virginia
-$249K -639 Closed
PTC
1634
Petrus Trust Company
Texas
-$249K -639 Closed
CAM
1635
Cozad Asset Management
Illinois
-$244K -627 Closed
FA
1636
Fountainhead AM
New Jersey
-$242K -621 Closed
EH
1637
Equitable Holdings
New York
-$240K -618 Closed
FB
1638
First Bancorp
Maine
-$240K -618 Closed
KA
1639
Kovack Advisors
Florida
-$240K -618 Closed
AFT
1640
Alpha Family Trust
California
-$239K -615 Closed
EW
1641
Elyxium Wealth
California
-$237K -609 Closed
TIA
1642
Trust Investment Advisors
Indiana
-$237K -609 Closed
FHA
1643
Flagship Harbor Advisors
Massachusetts
-$236K -606 Closed
CAMV
1644
Concord Asset Management (Virginia)
Virginia
-$235K -604 Closed
CPC
1645
Consolidated Planning Corp
Georgia
-$235K -604 Closed
PAS
1646
Parsonex Advisory Services
Colorado
-$235K -603 Closed
CPA
1647
Court Place Advisors
Maryland
-$234K -601 Closed
GCIA
1648
Gabelli & Co Investment Advisers
New York
-$233K -600 Closed
MPM
1649
MBB Public Markets
Illinois
-$233K -600 Closed
PC
1650
Pecaut & Co
Iowa
-$233K -600 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.