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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
ROC
426
Robertson Opportunity Capital
Texas
$5.95M
SG
427
Sienna Gestion
France
$5.93M +$606K +1,506 +10%
SGI
428
Summit Global Investments
Utah
$5.91M -$2.17M -5,383 -26%
AF
429
Avanza Fonder
Sweden
$5.88M
KRS
430
Kentucky Retirement Systems
Kentucky
$5.8M -$393K -977 -6%
WIA
431
Westbourne Investment Advisors
Maryland
$5.7M -$19.3K -48 -0.3%
BHPW
432
Beverly Hills Private Wealth
California
$5.66M +$400K +994 +7%
BFG
433
Berger Financial Group
Minnesota
$5.65M +$111K +275 +2%
TG
434
TCW Group
California
$5.61M -$326K -810 -5%
VCM
435
Voleon Capital Management
California
$5.58M +$5.77M +14,349 New
LOAMS
436
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.51M +$711K +1,768 +14%
GIA
437
GHP Investment Advisors
Colorado
$5.51M +$343K +853 +6%
MCI
438
McDonald Capital Investors
California
$5.5M -$45.2M -112,312 -89%
A
439
Allianz
Germany
$5.38M -$7.64K -19 -0.1%
NA
440
NewEdge Advisors
Louisiana
$5.35M -$66.8K -166 -1%
HIMCH
441
Hartford Investment Management Co (HIMCO)
Connecticut
$5.3M -$214K -533 -4%
NB
442
Norinchukin Bank
Japan
$5.28M +$417K +1,036 +8%
ARG
443
Advisory Resource Group
Oklahoma
$5.15M +$5.32M +13,234 New
CBTWT
444
Community Bank & Trust (Waco, Texas)
Texas
$5.06M -$35K -87 -0.7%
EWM
445
Evergreen Wealth Management
Michigan
$5.04M +$617K +1,533 +13%
EAM
446
Erste Asset Management
Austria
$5.04M +$4.54M +11,284 +588%
SI
447
Sava Infond
Slovenia
$5.02M +$282K +700 +6%
SFI
448
Siemens Fonds Invest
Germany
$4.99M +$156K +389 +3%
CNB
449
Camden National Bank
Maine
$4.99M +$802K +1,994 +18%
LOIM
450
Liberty One Investment Management
Illinois
$4.98M +$858K +2,133 +20%

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.