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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
VIM
551
Vinva Investment Management
Australia
$2.59M -$1.87M -4,655 -41%
MW
552
Maia Wealth
Colorado
$2.56M -$78K -194 -3%
PCP
553
Pacific Capital Partners
$2.53M -$2.41M -6,000 -48%
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$2.53M +$285K +709 +12%
TWC
555
TD Waterhouse Canada
Ontario, Canada
$2.52M -$6.29M -15,642 -73%
Vontobel Holding
556
Vontobel Holding
Switzerland
$2.52M -$294K -732 -10%
AG
557
AIA Group
Hong Kong
$2.52M -$1.29M -3,219 -33%
HI
558
Horizon Investments
North Carolina
$2.46M +$931K +2,315 +58%
KRSITF
559
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.46M -$177K -439 -6%
EDRH
560
Edmond de Rothschild Holding
Switzerland
$2.44M -$9.79M -24,345 -79%
TRCT
561
Tower Research Capital (TRC)
New York
$2.44M -$1.85M -4,609 -42%
ONB
562
Old National Bancorp
Indiana
$2.44M +$780K +1,939 +45%
CAM
563
Cresset Asset Management
Illinois
$2.44M -$996K -2,475 -28%
William Blair & Company
564
William Blair & Company
Illinois
$2.43M +$72.4K +180 +3%
SAM
565
Strategy Asset Managers
California
$2.42M +$150K +374 +6%
BC
566
Burney Company
Virginia
$2.4M -$139K -346 -5%
S
567
SimplyRich
California
$2.4M -$72.4K -180 -3%
PA
568
Paralel Advisors
Colorado
$2.39M +$523K +1,300 +27%
CT
569
Coastline Trust
Rhode Island
$2.38M
JHCP
570
Jackson Hole Capital Partners
Oklahoma
$2.33M -$402 -1 -0%
GI
571
GLOBALT Investments
Georgia
$2.33M -$130K -323 -5%
GSWM
572
Greenup Street Wealth Management
Michigan
$2.32M +$64.8K +161 +3%
GT
573
Greenleaf Trust
Michigan
$2.32M -$364K -906 -13%
WA
574
Waverly Advisors
Alabama
$2.31M -$120K -298 -5%
VT
575
Vise Technologies
New York
$2.29M +$2.37M +5,895 New

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.