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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
CC
651
Copperleaf Capital
North Carolina
$1.54M
HA
652
Hofer & Associates
California
$1.54M
CIA
653
Cape Investment Advisory
Georgia
$1.54M
ANTB
654
AMG National Trust Bank
Colorado
$1.53M
SYBT
655
Stock Yards Bank & Trust
Kentucky
$1.53M
FPWM
656
FSB Premier Wealth Management
Iowa
$1.53M
GRP
657
Global Retirement Partners
California
$1.53M
CIC
658
Cornercap Investment Counsel
Georgia
$1.53M
FTWA
659
Fifth Third Wealth Advisors
Ohio
$1.53M
SMC
660
Smith, Moore & Co
Missouri
$1.53M
PFA
661
Professional Financial Advisors
Nebraska
$1.49M
AA
662
ALPS Advisors
Colorado
$1.49M
IWC
663
Integrated Wealth Concepts
Massachusetts
$1.49M
FFWA
664
FRG Family Wealth Advisors
Washington
$1.48M
CTA
665
Chesley Taft & Associates
Illinois
$1.48M
HFA
666
Hutchinson Financial Advisors
Virginia
$1.46M
CPCPP
667
Canada Post Corporation Pension Plan
Canada
$1.46M
IP
668
Intellectus Partners
California
$1.42M
RAM
669
Ramirez Asset Management
New York
$1.42M
IAS
670
IMA Advisory Services
Colorado
$1.42M
HAG
671
HighPoint Advisor Group
Illinois
$1.41M
VFA
672
Valeo Financial Advisors
Indiana
$1.41M
WWM
673
Whalen Wealth Management
Nevada
$1.41M
SIM
674
Stratos Investment Management
Ohio
$1.4M
CUAMC
675
China Universal Asset Management Company
China
$1.4M