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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
MMPW
701
Mitchell McLeod Pugh & Williams
Alabama
$1.31M
IC
702
Inkwell Capital
Florida
$1.3M
FAM
703
Fulcrum Asset Management
United Kingdom
$1.29M
MWM
704
Mission Wealth Management
California
$1.28M
GVAG
705
Great Valley Advisor Group
Delaware
$1.26M
LIM
706
Leavell Investment Management
Alabama
$1.25M
B
707
Bailard
California
$1.25M
TAM
708
Todd Asset Management
Kentucky
$1.24M
SL
709
Sentry LLC
Tennessee
$1.23M
KIA
710
Knollwood Investment Advisory
Maryland
$1.23M
GBT
711
Grove Bank & Trust
Florida
$1.23M
EP
712
Edgestream Partners
New Jersey
$1.23M
WA
713
Wealth Architects
California
$1.22M
TAM
714
Tocqueville Asset Management
New York
$1.22M
JFGIW
715
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M
FLPIM
716
F.L. Putnam Investment Management
Massachusetts
$1.22M
AF
717
Allworth Financial
California
$1.22M
GP
718
Guardian Partners
Canada
$1.22M
HTC
719
Haverford Trust Company
Pennsylvania
$1.21M
BIG
720
Brookwood Investment Group
Arizona
$1.2M
SFA
721
Semmax Financial Advisors
North Carolina
$1.2M
RWM
722
Ritholtz Wealth Management
New York
$1.18M
BJL
723
Brighton Jones LLC
Washington
$1.18M
AWA
724
Arkadios Wealth Advisors
Georgia
$1.17M
AWM
725
AE Wealth Management
Kansas
$1.17M