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