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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
WS
776
Wedbush Securities
California
$960K
RFC
777
Regions Financial Corp
Alabama
$959K
EWA
778
EverSource Wealth Advisors
Alabama
$957K
JWCA
779
J.W. Cole Advisors
Florida
$956K
S
780
SignatureFD
Georgia
$952K
SAM
781
Smithbridge Asset Management
Pennsylvania
$949K
KCM
782
Kennedy Capital Management
Missouri
$948K
SC
783
SummitTX Capital
Texas
$944K
PP
784
PDS Planning
Ohio
$942K
PAMG
785
Patton Albertson Miller Group
Tennessee
$939K
MYAM
786
Meiji Yasuda Asset Management
Japan
$930K
TWM
787
Trueblood Wealth Management
Ohio
$919K
FT
788
Fiduciary Trust
Massachusetts
$917K
MC
789
Matisse Capital
Oregon
$914K
SCM
790
Shelton Capital Management
Colorado
$913K
ACM
791
Aljian Capital Management
Nevada
$904K
Capstone Investment Advisors
792
Capstone Investment Advisors
New York
$902K
BWM
793
Buckley Wealth Management
Nevada
$902K
AIM
794
Acropolis Investment Management
Missouri
$901K
KCM
795
Kathmere Capital Management
Pennsylvania
$896K
SFFS
796
Stonehage Fleming Financial Services
Jersey
$891K
JSW
797
Journey Strategic Wealth
New Jersey
$890K
PA
798
Parallel Advisors
California
$888K
LFA
799
Legacy Financial Advisors
Kentucky
$884K
KWMG
800
King Wealth Management Group
Florida
$883K