We are live on ! Find out more
ELV icon

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
DC
1651
Diametric Capital
Massachusetts
-$233K -598 Closed
EWM
1652
Evercore Wealth Management
New York
-$232K -596 Closed
AF
1653
Apollon Financial
South Carolina
-$230K -591 Closed
FFA
1654
Florida Financial Advisors
Florida
-$225K -580 Closed
RFM
1655
Royal Fund Management
Florida
-$225K -578 Closed
SAM
1656
Sawgrass Asset Management
Florida
-$223K -574 Closed
AA
1657
Advisory Alpha
Michigan
-$220K -564 Closed
MSCM
1658
McElhenny Sheffield Capital Management
Texas
-$218K -560 Closed
AT
1659
American Trust
Kentucky
-$217K -558 Closed
FWP
1660
FAS Wealth Partners
Kansas
-$216K -555 Closed
CPRC
1661
Consolidated Portfolio Review Corp
New York
-$215K -553 Closed
IFG
1662
Independent Financial Group
California
-$215K -553 Closed
VAM
1663
Verity Asset Management
North Carolina
-$215K -553 Closed
KA
1664
KLCM Advisors
Wisconsin
-$214K -551 Closed
QFA
1665
Quantum Financial Advisors
California
-$214K -551 Closed
EI
1666
eCIO Inc
Wisconsin
-$214K -550 Closed
AW
1667
Alteri Wealth
California
-$211K -543 Closed
BL
1668
Balentine LLC
Georgia
-$211K -542 Closed
SPFA
1669
Summit Place Financial Advisors
New Jersey
-$211K -542 Closed
HBS
1670
Howard Bailey Securities
Indiana
-$210K -540 Closed
LWM
1671
LJI Wealth Management
Indiana
-$209K -538 Closed
PVI
1672
Pine Valley Investments
New Jersey
-$209K -538 Closed
SL
1673
Sentinus LLC
Illinois
-$209K -537 Closed
BF
1674
Brooklyn FI
New York
-$208K -535 Closed
MA
1675
Maxele Advisors
Missouri
-$208K -535 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.