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Elevance Health

1,568 hedge funds and large institutions have $79.2B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 602 reducing their positions, and 183 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: $87.1B → $79.2B (-$7.81B)

22% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 183

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,568
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
ECM
526
Everence Capital Management
Indiana
$2.87M
UA
527
Unison Advisors
District of Columbia
$2.85M
KWA
528
Kingswood Wealth Advisors
California
$2.82M
NMIMC
529
Northwestern Mutual Investment Management Company
Wisconsin
$2.8M
FLI
530
Family Legacy Inc
South Carolina
$2.78M
TFA
531
Toth Financial Advisory
Virginia
$2.78M
Carson Wealth (CWM LLC)
532
Carson Wealth (CWM LLC)
Nebraska
$2.77M
OIA
533
OneDigital Investment Advisors
Kansas
$2.73M
RFN
534
RDA Financial Network
Iowa
$2.73M
TMAM
535
Tokio Marine Asset Management
Japan
$2.72M
BBVA
536
Banco Bilbao Vizcaya Argentaria
Spain
$2.69M
CB
537
Community Bank
New York
$2.69M
HW
538
Hancock Whitney
Mississippi
$2.69M
BSA
539
Bull Street Advisors
Georgia
$2.68M
SFA
540
Sequoia Financial Advisors
Ohio
$2.68M
AIM
541
Anchor Investment Management
South Carolina
$2.68M
EARNEST Partners
542
EARNEST Partners
Georgia
$2.67M
RRA
543
Round Rock Advisors
Connecticut
$2.65M
TIAA Trust, National Association
544
TIAA Trust, National Association
North Carolina
$2.64M
EI
545
EDMP Inc
Florida
$2.64M
VIM
546
Vinva Investment Management
Australia
$2.59M
MW
547
Maia Wealth
Colorado
$2.56M
PCP
548
Pacific Capital Partners
$2.53M
PFGIA
549
Patriot Financial Group Insurance Agency
Massachusetts
$2.53M
TWC
550
TD Waterhouse Canada
Ontario, Canada
$2.52M