ELV icon

Elevance Health

1,500 hedge funds and large institutions have $63.2B invested in Elevance Health in 2025 Q3 according to their latest regulatory filings, with 164 funds opening new positions, 530 increasing their positions, 604 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:

12% less repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 604

20% less capital invested

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

26% less first-time investments, than exits

New positions opened: 164 | Existing positions closed: 222

Holders
1,500
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
VAM
1651
Verity Asset Management
North Carolina
CPRC
1652
Consolidated Portfolio Review Corp
New York
QFA
1653
Quantum Financial Advisors
California
KA
1654
KLCM Advisors
Wisconsin
EI
1655
eCIO Inc
Wisconsin
AW
1656
Alteri Wealth
California
BL
1657
Balentine LLC
Georgia
SPFA
1658
Summit Place Financial Advisors
New Jersey
HBS
1659
Howard Bailey Securities
Indiana
LWM
1660
LJI Wealth Management
Indiana
PVI
1661
Pine Valley Investments
New Jersey
SL
1662
Sentinus LLC
Illinois
BF
1663
Brooklyn FI
New York
MA
1664
Maxele Advisors
Missouri
TC
1665
TownSquare Capital
Utah
EGA
1666
E&G Advisors
Texas
CCM
1667
Crew Capital Management
Ohio
TFS
1668
Thoroughbred Financial Services
Tennessee
KFS
1669
Kelly Financial Services
Massachusetts
PTP
1670
Platform Technology Partners
New York
HWP
1671
Hibernia Wealth Partners
Louisiana
LWCFA
1672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
BG
1673
Bahl & Gaynor
Ohio
AWM
1674
Aprio Wealth Management
Georgia
DFG
1675
Demars Financial Group
Washington