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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
BFPW
1701
BOK Financial Private Wealth
Colorado
-$31.9K -82 Closed
OIA
1702
Optimum Investment Advisors
Illinois
-$29.2K -75 Closed
PC
1703
Promus Capital
Illinois
-$28.4K -73 Closed
TPWA
1704
Twin Peaks Wealth Advisors
California
-$12K -41 Closed
HCA
1705
Harbor Capital Advisors
Illinois
-$14K -35 Closed
ICM
1706
Islay Capital Management
Texas
-$13.6K -35 Closed
MAWAG
1707
Mid-American Wealth Advisory Group
Missouri
-$13.6K -35 Closed
GC
1708
GFG Capital
Florida
-$12.1K -31 Closed
GG
1709
Gleason Group
Kentucky
-$12.2K -31 Closed
NRG
1710
Nemes Rush Group
Michigan
-$11.3K -29 Closed
S
1711
Sachetta
Massachusetts
-$10.1K -26 Closed
ITFISA
1712
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$9.72K -25 Closed
WA
1713
Whipplewood Advisors
Colorado
-$9.34K -24 Closed
RAM
1714
Riggs Asset Management
Pennsylvania
-$8.95K -23 Closed
CPA
1715
Compass Planning Associates
Massachusetts
-$7.46K -19 Closed
LAM
1716
Lummis Asset Management
Texas
-$7K -18 Closed
MPW
1717
MASECO Private Wealth
-$5.93K -15 Closed
HT
1718
Headlands Technologies
Illinois
-$5.45K -14 Closed
MBFW
1719
Morton Brown Family Wealth
Pennsylvania
-$5.45K -14 Closed
PA
1720
Pineridge Advisors
Missouri
-$4.67K -12 Closed
WPA
1721
Wealth Preservation Advisors
Tennessee
-$3.89K -10 Closed
BLC
1722
Brown, Lisle/Cummings
Rhode Island
-$3.23K -8 Closed
SO
1723
Sierra Ocean
California
-$1.95K -5 Closed
BA
1724
Bellwether Advisors
Nebraska
-$1.56K -4 Closed
HFM
1725
Harvest Fund Management
China
-$2K -4 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.