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Elevance Health

1,575 hedge funds and large institutions have $79.5B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 605 reducing their positions, and 187 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: $87.3B → $79.5B (-$7.81B)

25% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 187

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,575
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
VFA
676
Valeo Financial Advisors
Indiana
$1.41M
WWM
677
Whalen Wealth Management
Nevada
$1.41M
SIM
678
Stratos Investment Management
Ohio
$1.4M
CUAMC
679
China Universal Asset Management Company
China
$1.4M
FRA
680
Frank Rimerman Advisors
California
$1.4M
IAN
681
Integrated Advisors Network
Texas
$1.4M
T. Rowe Price Investment Management
682
T. Rowe Price Investment Management
Maryland
$1.4M
HR
683
Hardy Reed
Mississippi
$1.39M
CP
684
Castleview Partners
Texas
$1.38M
PCP
685
Perbak Capital Partners
United Kingdom
$1.38M
TPCW
686
TD Private Client Wealth
New York
$1.38M
ACA
687
Atlas Capital Advisors
Wyoming
$1.38M
WSFS
688
Wilmington Savings Fund Society
Delaware
$1.38M
RCAG
689
Rehmann Capital Advisory Group
Michigan
$1.37M
PBK
690
Peoples Bank (Kansas)
Kansas
$1.37M
KCM
691
Kornitzer Capital Management
Kansas
$1.37M
SC
692
Sapient Capital
Indiana
$1.36M
IAA
693
Independent Advisor Alliance
North Carolina
$1.36M
IIM
694
Intact Investment Management
Quebec, Canada
$1.36M
CP
695
Cumberland Partners
Ontario, Canada
$1.36M
FIA
696
Foundations Investment Advisors
Arizona
$1.36M
CAG
697
Cypress Advisory Group
Arizona
$1.36M
DWT
698
Dorsey & Whitney Trust
South Dakota
$1.36M
PA
699
Pinnacle Associates
New York
$1.34M
MFG
700
Merit Financial Group
Georgia
$1.34M