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Elevance Health

1,590 hedge funds and large institutions have $79.7B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 598 increasing their positions, 607 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $706M | Put options by funds: $495M

0.96% more ownership

Funds ownership: 89.82%90.78% (+0.96%)

1% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 607

4% less funds holding

Funds holding: 1,6611,590 (-71)

10% less capital invested

Capital invested by funds: $88.7B → $79.7B (-$9.07B)

24% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 188

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,590
Holders Change
-71
Holders Change %
-4.27%
% of All Funds
20.93%
Holding in Top 10
32
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25.58%
% of All Funds
0.42%
New
142
Increased
598
Reduced
607
Closed
188
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
726
Allworth Financial
California
$1.22M -$313K -777 -20%
GP
727
Guardian Partners
Canada
$1.22M -$979K -2,434 -41%
HTC
728
Haverford Trust Company
Pennsylvania
$1.21M
BIG
729
Brookwood Investment Group
Arizona
$1.2M +$1.05M +2,609 +540%
SFA
730
Semmax Financial Advisors
North Carolina
$1.2M -$759K -1,887 -32%
RWM
731
Ritholtz Wealth Management
New York
$1.18M -$23.7K -59 -2%
BJL
732
Brighton Jones LLC
Washington
$1.18M -$61.9K -154 -5%
AWA
733
Arkadios Wealth Advisors
Georgia
$1.17M +$438K +1,089 +56%
AWM
734
AE Wealth Management
Kansas
$1.17M -$236K -587 -16%
WAP
735
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$26.9K +67 +2%
SR
736
Syntax Research
Florida
$1.17M +$1.21M +3,000 New
ATPW
737
Ashton Thomas Private Wealth
Arizona
$1.16M +$1.2M +2,987 New
CA
738
Commerzbank Aktiengesellschaft
Germany
$1.15M -$11.7K -29 -1%
PEAK6
739
PEAK6
Illinois
$1.15M -$8.76M -21,768 -88%
MFS
740
Mirabella Financial Services
United Kingdom
$1.15M -$6.84M -17,001 -85%
GI
741
GAMMA Investing
California
$1.15M -$179K -445 -13%
FFM
742
Forum Financial Management
Illinois
$1.14M +$33K +82 +3%
CCA
743
Checchi Capital Advisers
California
$1.14M +$78K +194 +7%
PFPT
744
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.14M -$2.01K -5 -0.2%
Empower Advisory Group
745
Empower Advisory Group
Colorado
$1.13M -$69.6K -173 -6%
PA
746
Profund Advisors
Maryland
$1.12M -$116K -288 -9%
RSWM
747
Robertson Stephens Wealth Management
California
$1.12M +$50.7K +126 +5%
CAM
748
Cidel Asset Management
Ontario, Canada
$1.12M +$115K +286 +11%
SCA
749
Snowden Capital Advisors
New York
$1.11M +$402 +1 +0%
IFWM
750
Institute for Wealth Management
Colorado
$1.11M

ELV Hedge Fund Activity: Q2 2025 in Review

1,590 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2025, worth a combined $79.7B — down 10% from $88.7B a quarter earlier.

Sellers outnumbered buyers: 188 funds closed out of ELV and 142 opened new positions — a net loss of 46 holders — while 607 trimmed existing stakes and 598 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $589M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $563M sold.

  • 1,590 institutional investors held Elevance Health (ELV) as of Q2 2025, down from 1,661 in Q1 2025.
  • Funds reported $79.7B of Elevance Health stock for Q2 2025, down 10% quarter-over-quarter.
  • 142 funds opened new Elevance Health positions in Q2 2025 and 188 closed out, a net change of -46 holders.
  • The largest Elevance Health buyer in Q2 2025 was GQG Partners, an estimated $589M added.
  • The largest Elevance Health seller in Q2 2025 was EdgePoint Investment Group, an estimated $563M sold.

Based on aggregated 13F filings for Q2 2025.