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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
TC
1676
TownSquare Capital
Utah
-$207K -532 Closed
EGA
1677
E&G Advisors
Texas
-$206K -530 Closed
CCM
1678
Crew Capital Management
Ohio
-$206K -529 Closed
KFS
1679
Kelly Financial Services
Massachusetts
-$206K -529 Closed
TFS
1680
Thoroughbred Financial Services
Tennessee
-$205K -529 Closed
HWP
1681
Hibernia Wealth Partners
Louisiana
-$204K -526 Closed
PTP
1682
Platform Technology Partners
New York
-$205K -526 Closed
LWCFA
1683
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$203K -522 Closed
AWM
1684
Aprio Wealth Management
Georgia
-$201K -517 Closed
BG
1685
Bahl & Gaynor
Ohio
-$201K -517 Closed
DFG
1686
Demars Financial Group
Washington
-$201K -516 Closed
BFP
1687
Briaud Financial Planning
Texas
-$194K -501 Closed
IWA
1688
Icon Wealth Advisors
Texas
-$189K -485 Closed
TCM
1689
Traub Capital Management
Massachusetts
-$171K -440 Closed
CWIG
1690
Chung Wu Investment Group
Texas
-$148K -380 Closed
OWA
1691
Opal Wealth Advisors
New York
-$140K -360 Closed
TSMHT
1692
Thurston Springer Miller Herd & Titak
Indiana
-$140K -360 Closed
LFA
1693
Livelsberger Financial Advisory
Ohio
-$117K -301 Closed
AWM
1694
Atticus Wealth Management
Florida
-$93.5K -240 Closed
VWA
1695
VSM Wealth Advisory
Maryland
-$60.7K -156 Closed
DSC
1696
Duncker Streett & Co
Missouri
-$58.3K -150 Closed
IMC
1697
Investment Management Corporation
Virginia
-$43.9K -113 Closed
GJIA
1698
Glass Jacobson Investment Advisors
Maryland
-$38.9K -100 Closed
NC
1699
NewSquare Capital
Pennsylvania
-$36.6K -94 Closed
WCM
1700
WealthTrak Capital Management
Virginia
-$32.7K -84 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.