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Elevance Health

1,570 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, 603 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
1,570
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
JWCA
776
J.W. Cole Advisors
Florida
$956K
S
777
SignatureFD
Georgia
$952K
SAM
778
Smithbridge Asset Management
Pennsylvania
$949K
KCM
779
Kennedy Capital Management
Missouri
$948K
SC
780
SummitTX Capital
Texas
$944K
PP
781
PDS Planning
Ohio
$942K
PAMG
782
Patton Albertson Miller Group
Tennessee
$939K
MYAM
783
Meiji Yasuda Asset Management
Japan
$930K
TWM
784
Trueblood Wealth Management
Ohio
$919K
FT
785
Fiduciary Trust
Massachusetts
$917K
MC
786
Matisse Capital
Oregon
$914K
SCM
787
Shelton Capital Management
Colorado
$913K
ACM
788
Aljian Capital Management
Nevada
$904K
Capstone Investment Advisors
789
Capstone Investment Advisors
New York
$902K
BWM
790
Buckley Wealth Management
Nevada
$902K
AIM
791
Acropolis Investment Management
Missouri
$901K
KCM
792
Kathmere Capital Management
Pennsylvania
$896K
SFFS
793
Stonehage Fleming Financial Services
Jersey
$891K
JSW
794
Journey Strategic Wealth
New Jersey
$890K
PA
795
Parallel Advisors
California
$888K
LFA
796
Legacy Financial Advisors
Kentucky
$884K
KWMG
797
King Wealth Management Group
Florida
$883K
BIG
798
Brooklyn Investment Group
New York
$879K
BOM
799
Bank of Marin
California
$873K
UB
800
UMB Bank
Missouri
$868K