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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
EFS
601
Essex Financial Services
Connecticut
$1.98M -$7.24K -18 -0.4%
BTI
602
Blue Trust Inc
Georgia
$1.95M +$118K +294 +6%
KMWM
603
Keudell/Morrison Wealth Management
Oregon
$1.95M -$33K -82 -2%
MSA
604
MUFG Securities Americas
New York
$1.95M +$362K +901 +22%
TS
605
Triglav Skladi
Slovenia
$1.94M
NO
606
Ninety One
South Africa
$1.92M -$11.3K -28 -0.6%
LI
607
LMCG Investments
Massachusetts
$1.91M -$827K -2,057 -30%
TCPW
608
Twin City Private Wealth
North Carolina
$1.91M +$373K +928 +23%
AAMU
609
APG Asset Management US
New York
$1.9M
AWCI
610
Alpine Woods Capital Investors
New York
$1.89M -$86.5K -215 -4%
VC
611
Vestor Capital
Illinois
$1.89M +$289K +718 +31%
CL
612
Choreo LLC
Illinois
$1.89M +$245K +610 +14%
DADC
613
D.A. Davidson & Co
Montana
$1.89M -$246K -612 -11%
OA
614
Oak Associates
Ohio
$1.88M
CBA
615
Coastal Bridge Advisors
Connecticut
$1.85M -$11.7K -29 -0.6%
STA
616
Summit Trail Advisors
New York
$1.84M +$1.91M +4,741 New
SIA
617
Sit Investment Associates
Minnesota
$1.82M +$1.88M +4,675 New
VIM
618
Vista Investment Management
Pennsylvania
$1.82M +$11.3K +28 +0.6%
EWA
619
EP Wealth Advisors
California
$1.82M +$466K +1,159 +33%
WCBA
620
Weaver C. Barksdale & Associates
Tennessee
$1.81M -$15.7K -39 -0.8%
FA
621
Fiduciary Alliance
South Carolina
$1.8M +$804 +2 +0%
UWS
622
Unique Wealth Strategies
Illinois
$1.8M +$68.4K +170 +4%
PCM
623
Palouse Capital Management
Washington
$1.8M -$22.5K -56 -1%
BCWM
624
Bartlett & Co Wealth Management
Ohio
$1.77M +$19.3K +48 +1%
BFA
625
Bragg Financial Advisors
North Carolina
$1.76M +$5.23K +13 +0.3%

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.