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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
Charles Schwab
26
Charles Schwab
California
$702M +$8.81M +21,892 +1%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$652M -$47.2M -117,313 -7%
Eagle Capital Management (New York)
28
Eagle Capital Management (New York)
New York
$613M -$4.18M -10,398 -0.7%
JP Morgan Chase
29
JP Morgan Chase
New York
$573M +$19.6M +48,723 +3%
GQG Partners
30
GQG Partners
Florida
$569M +$589M +1,463,610 New
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$552M -$144M -359,142 -20%
AllianceBernstein
32
AllianceBernstein
Tennessee
$543M -$200M -496,069 -26%
Goldman Sachs
33
Goldman Sachs
New York
$542M +$48M +119,423 +9%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$541M +$123M +304,689 +28%
Franklin Resources
35
Franklin Resources
California
$515M -$26.2M -65,057 -5%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$506M -$41.9M -104,255 -7%
Fidelity Investments
37
Fidelity Investments
Massachusetts
$499M -$105M -261,407 -17%
Amundi
38
Amundi
France
$492M +$129M +320,023 +30%
BWA
39
Brave Warrior Advisors
New York
$432M -$188M -467,917 -30%
RCG
40
Ruane, Cunniff & Goldfarb
New York
$426M -$11M -27,265 -2%
Newport Trust Company
41
Newport Trust Company
District of Columbia
$407M -$8.46M -21,024 -2%
CIBC Private Wealth Group
42
CIBC Private Wealth Group
Georgia
$392M -$51.6M -128,202 -11%
Boston Partners
43
Boston Partners
Massachusetts
$367M +$39.4M +97,890 +11%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$367M +$35.5M +88,186 +10%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$364M +$34.4M +85,590 +10%
MGP
46
M&G plc
United Kingdom
$362M +$53.9M +133,992 +17%
VAM
47
Veritas Asset Management
United Kingdom
$355M -$15.9M -39,545 -4%
First Trust Advisors
48
First Trust Advisors
Illinois
$333M +$62.5M +155,304 +22%
UBS Group
49
UBS Group
Switzerland
$329M -$36M -89,488 -10%
Deutsche Bank
50
Deutsche Bank
Germany
$315M +$1.21M +3,007 +0.4%

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.