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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
FWIA
576
Fort Washington Investment Advisors
Ohio
$2.29M +$184K +458 +8%
BDLIB
577
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.29M +$2.41M +6,000 New
LAM
578
LECAP Asset Management
United Kingdom
$2.27M +$1.48M +3,684 +172%
PCM
579
Prana Capital Management
Connecticut
$2.23M +$878K +2,183 +61%
SW
580
Simplicity Wealth
New Jersey
$2.16M +$862K +2,144 +63%
AIM
581
AMI Investment Management
Indiana
$2.16M +$109K +272 +5%
SCA
582
Stonebridge Capital Advisors
Minnesota
$2.15M +$375K +933 +20%
OC
583
Oppenheimer & Co
New York
$2.15M -$89.3K -222 -4%
CCM
584
Coldstream Capital Management
Washington
$2.14M +$287K +714 +15%
LNWWM
585
Laird Norton Wetherby Wealth Management
California
$2.14M +$2.21M +5,505 New
YIA
586
YHB Investment Advisors
Connecticut
$2.13M -$30.2K -75 -1%
LCM
587
Legato Capital Management
California
$2.11M
PFS
588
Prospera Financial Services
Texas
$2.11M +$1.68M +4,168 +335%
VI
589
Versor Investments
New York
$2.1M +$1.17M +2,898 +116%
HAG
590
HF Advisory Group
Maryland
$2.09M -$177K -441 -8%
JIC
591
Johnson Investment Counsel
Ohio
$2.09M -$94.5K -235 -4%
KIA
592
KCM Investment Advisors
California
$2.08M -$57.1K -142 -3%
Lido Advisors
593
Lido Advisors
California
$2.05M +$45.5K +113 +2%
AG
594
Ascent Group
Virginia
$2.05M -$600K -1,492 -22%
IFU
595
iSAM Funds (UK)
United Kingdom
$2.05M +$1.2M +2,972 +130%
PIM
596
Plato Investment Management
Australia
$2.03M +$1.61K +4 +0.1%
LT
597
Legacy Trust
Michigan
$2.03M +$4.02K +10 +0.2%
Los Angeles Capital Management
598
Los Angeles Capital Management
California
$2.01M +$1.62M +4,022 +355%
MK
599
MASTERINVEST Kapitalanlage
$1.99M +$2.06M +5,127 New
SC
600
Savant Capital
Illinois
$1.99M -$167K -414 -7%

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.