ELV icon

Elevance Health

1,503 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, 529 increasing their positions, 606 reducing their positions, and 222 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: 529 | Existing positions reduced: 606

20% less capital invested

Capital invested by funds: $79.5B → $63.2B (-$16.3B)

26% less first-time investments, than exits

New positions opened: 165 | Existing positions closed: 222

Holders
1,503
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
1626
Petrus Trust Company
Texas
MAM
1627
Marotta Asset Management
Virginia
CAM
1628
Cozad Asset Management
Illinois
FA
1629
Fountainhead AM
New Jersey
EH
1630
Equitable Holdings
New York
KA
1631
Kovack Advisors
Florida
FB
1632
First Bancorp
Maine
AFT
1633
Alpha Family Trust
California
EW
1634
Elyxium Wealth
California
TIA
1635
Trust Investment Advisors
Indiana
FHA
1636
Flagship Harbor Advisors
Massachusetts
CAMV
1637
Concord Asset Management (Virginia)
Virginia
CPC
1638
Consolidated Planning Corp
Georgia
PAS
1639
Parsonex Advisory Services
Colorado
CPA
1640
Court Place Advisors
Maryland
MPM
1641
MBB Public Markets
Illinois
PC
1642
Pecaut & Co
Iowa
GCIA
1643
Gabelli & Co Investment Advisers
New York
DC
1644
Diametric Capital
Massachusetts
EWM
1645
Evercore Wealth Management
New York
AF
1646
Apollon Financial
South Carolina
FFA
1647
Florida Financial Advisors
Florida
RFM
1648
Royal Fund Management
Florida
SAM
1649
Sawgrass Asset Management
Florida
AA
1650
Advisory Alpha
Michigan