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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
FRA
676
Frank Rimerman Advisors
California
$1.4M
IAN
677
Integrated Advisors Network
Texas
$1.4M
T. Rowe Price Investment Management
678
T. Rowe Price Investment Management
Maryland
$1.4M
HR
679
Hardy Reed
Mississippi
$1.39M
CP
680
Castleview Partners
Texas
$1.38M
PCP
681
Perbak Capital Partners
United Kingdom
$1.38M
TPCW
682
TD Private Client Wealth
New York
$1.38M
ACA
683
Atlas Capital Advisors
Wyoming
$1.38M
WSFS
684
Wilmington Savings Fund Society
Delaware
$1.38M
RCAG
685
Rehmann Capital Advisory Group
Michigan
$1.37M
PBK
686
Peoples Bank (Kansas)
Kansas
$1.37M
KCM
687
Kornitzer Capital Management
Kansas
$1.37M
SC
688
Sapient Capital
Indiana
$1.36M
IAA
689
Independent Advisor Alliance
North Carolina
$1.36M
IIM
690
Intact Investment Management
Quebec, Canada
$1.36M
CP
691
Cumberland Partners
Ontario, Canada
$1.36M
FIA
692
Foundations Investment Advisors
Arizona
$1.36M
CAG
693
Cypress Advisory Group
Arizona
$1.36M
DWT
694
Dorsey & Whitney Trust
South Dakota
$1.36M
PA
695
Pinnacle Associates
New York
$1.34M
MFG
696
Merit Financial Group
Georgia
$1.34M
CAG
697
Csenge Advisory Group
Florida
$1.33M
AWM
698
Apollon Wealth Management
South Carolina
$1.33M
ICP
699
Ilex Capital Partners
United Kingdom
$1.33M
NCM
700
Narwhal Capital Management
Georgia
$1.31M