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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
CAG
701
Csenge Advisory Group
Florida
$1.33M
AWM
702
Apollon Wealth Management
South Carolina
$1.33M
ICP
703
Ilex Capital Partners
United Kingdom
$1.33M
NCM
704
Narwhal Capital Management
Georgia
$1.31M
MMPW
705
Mitchell McLeod Pugh & Williams
Alabama
$1.31M
IC
706
Inkwell Capital
Florida
$1.3M
MWM
707
Mission Wealth Management
California
$1.28M
GVAG
708
Great Valley Advisor Group
Delaware
$1.26M
LIM
709
Leavell Investment Management
Alabama
$1.25M
B
710
Bailard
California
$1.25M
TAM
711
Todd Asset Management
Kentucky
$1.24M
SL
712
Sentry LLC
Tennessee
$1.23M
KIA
713
Knollwood Investment Advisory
Maryland
$1.23M
GBT
714
Grove Bank & Trust
Florida
$1.23M
EP
715
Edgestream Partners
New Jersey
$1.23M
WA
716
Wealth Architects
California
$1.22M
TAM
717
Tocqueville Asset Management
New York
$1.22M
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M
FLPIM
719
F.L. Putnam Investment Management
Massachusetts
$1.22M
AF
720
Allworth Financial
California
$1.22M
GP
721
Guardian Partners
Canada
$1.22M
HTC
722
Haverford Trust Company
Pennsylvania
$1.21M
BIG
723
Brookwood Investment Group
Arizona
$1.2M
SFA
724
Semmax Financial Advisors
North Carolina
$1.2M
RWM
725
Ritholtz Wealth Management
New York
$1.18M