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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
CFO
626
Callan Family Office
Pennsylvania
$1.75M +$1M +2,490 +124%
ClearBridge Investments
627
ClearBridge Investments
New York
$1.75M -$89.7K -223 -5%
BSB
628
Bangor Savings Bank
Maine
$1.72M -$77.2K -192 -4%
DFC
629
DB Fitzpatrick & Co
Idaho
$1.69M +$18.9K +47 +1%
First Manhattan
630
First Manhattan
New York
$1.68M
PWW
631
Pettyjohn Wood & White
Virginia
$1.67M +$126K +314 +8%
MAS
632
Meeder Advisory Services
Ohio
$1.67M -$126K -313 -7%
IB
633
Intrust Bank
Kansas
$1.65M +$84.1K +209 +5%
WAS
634
WESPAC Advisors SoCal
California
$1.65M +$166K +412 +11%
CGA
635
Channing Global Advisors
Florida
$1.65M -$2.44M -6,069 -59%
GSB
636
Greenfield Savings Bank
Massachusetts
$1.64M -$105K -262 -6%
SWP
637
Strategic Wealth Partners
Ohio
$1.64M +$1.7M +4,219 New
RGF
638
Retirement Guys Formula
Ohio
$1.64M +$14.9K +37 +0.9%
GHA
639
Granite Harbor Advisors
Texas
$1.63M -$26.5K -66 -2%
CTC
640
Cetera Trust Company
Minnesota
$1.63M +$32.2K +80 +2%
MNBTD
641
Moody National Bank Trust Division
Texas
$1.62M -$154K -382 -8%
SC
642
Syon Capital
California
$1.62M -$4.02K -10 -0.2%
MYIA
643
Mount Yale Investment Advisors
Colorado
$1.62M -$446K -1,109 -21%
UCI
644
Uncommon Cents Investing
Wisconsin
$1.62M +$187K +465 +13%
TCM
645
Tufton Capital Management
Maryland
$1.6M
Hudson Bay Capital Management
646
Hudson Bay Capital Management
Connecticut
$1.6M +$1.66M +4,115 New
AIM
647
Allen Investment Management
New York
$1.59M
CWA
648
Crux Wealth Advisors
California
$1.59M +$553K +1,374 +51%
PS
649
Pensionfund Sabic
Netherlands
$1.57M -$121K -300 -7%
IQI
650
Integrated Quantitative Investments
Washington
$1.57M +$1.63M +4,047 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.