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Elevance Health

1,589 hedge funds and large institutions have $79.7B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 598 increasing their positions, 607 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $706M | Put options by funds: $495M

0.96% more ownership

Funds ownership: 89.82%90.78% (+0.96%)

1% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 607

4% less funds holding

Funds holding: 1,6601,589 (-71)

10% less capital invested

Capital invested by funds: $88.7B → $79.7B (-$9.07B)

24% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 188

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,589
Holders Change
-71
Holders Change %
-4.28%
% of All Funds
20.92%
Holding in Top 10
32
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25.58%
% of All Funds
0.42%
New
142
Increased
598
Reduced
607
Closed
188
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
301
Modera Wealth Management
New Jersey
$13.6M +$4.51M +11,220 +47%
LKIM
302
Lawson Kroeker Investment Management
Nebraska
$13.5M +$322K +800 +2%
NYLIM
303
New York Life Investment Management
New York
$13.4M -$242K -602 -2%
PFSRSONJ
304
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.4M +$187K +464 +1%
VI
305
Vestcor Inc
New Brunswick, Canada
$13.3M +$8.21M +20,400 +148%
EGA
306
Eagle Global Advisors
Texas
$13.2M -$7.74M -19,236 -36%
SSCM
307
Summit Street Capital Management
New York
$13.2M -$2.68M -6,663 -16%
JSSH
308
J. Safra Sarasin Holding
$13.1M +$5.55M +13,804 +70%
LS
309
Livforsakringsbolaget Skandia
Sweden
$13M +$2.21M +5,500 +20%
Pathstone Holdings
310
Pathstone Holdings
New Jersey
$13M -$467K -1,161 -3%
WTB
311
Washington Trust Bank
Washington
$12.6M +$631K +1,569 +5%
TAM
312
Trillium Asset Management
Massachusetts
$12.6M -$273K -679 -2%
GGH
313
GCM Grosvenor Holdings
Illinois
$12.5M -$1.22M -3,030 -9%
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$12.5M +$805K +2,001 +7%
PP
315
Prudential plc
United Kingdom
$12.5M -$1.93M -4,795 -13%
SSWM
316
Smith Salley Wealth Management
North Carolina
$12.3M +$393K +977 +3%
GWM
317
Geneos Wealth Management
Colorado
$12.2M -$10.4M -25,834 -45%
GSP
318
Grafton Street Partners
Florida
$12.1M
NAM
319
NorthCrest Asset Manangement
Minnesota
$11.9M +$187K +465 +1%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$11.9M -$623K -1,550 -5%
AAM
321
Advisors Asset Management
Colorado
$11.8M +$2.66M +6,603 +28%
IG
322
ING Group
Netherlands
$11.6M +$46.3K +115 +0.4%
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
$11.5M -$3.34M -8,312 -22%
EGM
324
Engineers Gate Manager
New York
$11.5M +$5.49M +13,650 +86%
Public Employees Retirement Association of Colorado
325
Public Employees Retirement Association of Colorado
Colorado
$11.5M -$128K -317 -1%

ELV Hedge Fund Activity: Q2 2025 in Review

1,589 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2025, worth a combined $79.7B — down 10% from $88.7B a quarter earlier.

Sellers outnumbered buyers: 188 funds closed out of ELV and 142 opened new positions — a net loss of 46 holders — while 607 trimmed existing stakes and 598 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $589M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $563M sold.

  • 1,589 institutional investors held Elevance Health (ELV) as of Q2 2025, down from 1,660 in Q1 2025.
  • Funds reported $79.7B of Elevance Health stock for Q2 2025, down 10% quarter-over-quarter.
  • 142 funds opened new Elevance Health positions in Q2 2025 and 188 closed out, a net change of -46 holders.
  • The largest Elevance Health buyer in Q2 2025 was GQG Partners, an estimated $589M added.
  • The largest Elevance Health seller in Q2 2025 was EdgePoint Investment Group, an estimated $563M sold.

Based on aggregated 13F filings for Q2 2025.