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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
BFP
1676
Briaud Financial Planning
Texas
IWA
1677
Icon Wealth Advisors
Texas
TCM
1678
Traub Capital Management
Massachusetts
CWIG
1679
Chung Wu Investment Group
Texas
TSMHT
1680
Thurston Springer Miller Herd & Titak
Indiana
OWA
1681
Opal Wealth Advisors
New York
LFA
1682
Livelsberger Financial Advisory
Ohio
AWM
1683
Atticus Wealth Management
Florida
VWA
1684
VSM Wealth Advisory
Maryland
DSC
1685
Duncker Streett & Co
Missouri
IMC
1686
Investment Management Corporation
Virginia
GJIA
1687
Glass Jacobson Investment Advisors
Maryland
NC
1688
NewSquare Capital
Pennsylvania
WCM
1689
WealthTrak Capital Management
Virginia
BFPW
1690
BOK Financial Private Wealth
Colorado
OIA
1691
Optimum Investment Advisors
Illinois
PC
1692
Promus Capital
Illinois
TPWA
1693
Twin Peaks Wealth Advisors
California
MAWAG
1694
Mid-American Wealth Advisory Group
Missouri
HCA
1695
Harbor Capital Advisors
Illinois
ICM
1696
Islay Capital Management
Texas
GC
1697
GFG Capital
Florida
GG
1698
Gleason Group
Kentucky
NRG
1699
Nemes Rush Group
Michigan
S
1700
Sachetta
Massachusetts