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Elevance Health

1,575 hedge funds and large institutions have $79.5B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 605 reducing their positions, and 187 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

9% less capital invested

Capital invested by funds: $87.3B → $79.5B (-$7.81B)

25% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 187

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,575
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$706M
Puts
$495M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
526
Fulcrum Asset Management
United Kingdom
$2.92M
KPWS
527
Kestra Private Wealth Services
Texas
$2.9M
PRS
528
Pinkerton Retirement Specialists
Idaho
$2.89M
ECM
529
Everence Capital Management
Indiana
$2.87M
UA
530
Unison Advisors
District of Columbia
$2.85M
KWA
531
Kingswood Wealth Advisors
California
$2.82M
NMIMC
532
Northwestern Mutual Investment Management Company
Wisconsin
$2.8M
FLI
533
Family Legacy Inc
South Carolina
$2.78M
TFA
534
Toth Financial Advisory
Virginia
$2.78M
Carson Wealth (CWM LLC)
535
Carson Wealth (CWM LLC)
Nebraska
$2.77M
OIA
536
OneDigital Investment Advisors
Kansas
$2.73M
RFN
537
RDA Financial Network
Iowa
$2.73M
TMAM
538
Tokio Marine Asset Management
Japan
$2.72M
BBVA
539
Banco Bilbao Vizcaya Argentaria
Spain
$2.69M
CB
540
Community Bank
New York
$2.69M
HW
541
Hancock Whitney
Mississippi
$2.69M
BSA
542
Bull Street Advisors
Georgia
$2.68M
SFA
543
Sequoia Financial Advisors
Ohio
$2.68M
AIM
544
Anchor Investment Management
South Carolina
$2.68M
EARNEST Partners
545
EARNEST Partners
Georgia
$2.67M
RRA
546
Round Rock Advisors
Connecticut
$2.65M
TIAA Trust, National Association
547
TIAA Trust, National Association
North Carolina
$2.64M
EI
548
EDMP Inc
Florida
$2.64M
VIM
549
Vinva Investment Management
Australia
$2.59M
MW
550
Maia Wealth
Colorado
$2.56M