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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
TCM
526
Tandem Capital Management
New Jersey
$2.93M -$6.84K -17 -0.2%
RCM
527
Radnor Capital Management
Pennsylvania
$2.93M -$36.2K -90 -1%
FAM
528
Fulcrum Asset Management
United Kingdom
$2.92M +$3.02M +7,510 New
KPWS
529
Kestra Private Wealth Services
Texas
$2.9M +$310K +771 +12%
PRS
530
Pinkerton Retirement Specialists
Idaho
$2.89M +$220K +546 +8%
ECM
531
Everence Capital Management
Indiana
$2.87M -$265K -660 -8%
UA
532
Unison Advisors
District of Columbia
$2.85M +$11.3K +28 +0.4%
KWA
533
Kingswood Wealth Advisors
California
$2.82M -$70.4K -175 -2%
NMIMC
534
Northwestern Mutual Investment Management Company
Wisconsin
$2.8M -$68K -169 -2%
FLI
535
Family Legacy Inc
South Carolina
$2.78M +$81.2K +202 +3%
TFA
536
Toth Financial Advisory
Virginia
$2.78M +$882K +2,194 +44%
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$2.77M -$2.66M -6,616 -48%
OIA
538
OneDigital Investment Advisors
Kansas
$2.73M -$258K -641 -8%
RFN
539
RDA Financial Network
Iowa
$2.73M +$224K +558 +9%
TMAM
540
Tokio Marine Asset Management
Japan
$2.72M +$189K +470 +7%
BBVA
541
Banco Bilbao Vizcaya Argentaria
Spain
$2.69M -$1.09M -2,720 -28%
CB
542
Community Bank
New York
$2.69M +$197K +491 +8%
HW
543
Hancock Whitney
Mississippi
$2.69M +$1.98M +4,920 +248%
BSA
544
Bull Street Advisors
Georgia
$2.68M
SFA
545
Sequoia Financial Advisors
Ohio
$2.68M +$65.6K +163 +2%
AIM
546
Anchor Investment Management
South Carolina
$2.68M +$156K +388 +6%
EARNEST Partners
547
EARNEST Partners
Georgia
$2.67M +$90.5K +225 +3%
RRA
548
Round Rock Advisors
Connecticut
$2.65M -$3.62K -9 -0.1%
TIAA Trust, National Association
549
TIAA Trust, National Association
North Carolina
$2.64M -$287K -713 -9%
EI
550
EDMP Inc
Florida
$2.64M -$64.8K -161 -2%

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.