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