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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
SFA
776
Souders Financial Advisors
Ohio
$985K -$243K -604 -19%
AI
777
Axecap Investments
Ohio
$982K -$30.2K -75 -3%
FAM
778
Fairtree Asset Management
South Africa
$977K
PWP
779
Principle Wealth Partners
Connecticut
$972K +$10.5K +26 +1%
CDDEC
780
Caisse Des Depots Et Consignations
France
$967K -$344K -854 -26%
MCC
781
Money Concepts Capital
Florida
$965K +$119K +297 +14%
WS
782
Wedbush Securities
California
$960K -$61.5K -153 -6%
RFC
783
Regions Financial Corp
Alabama
$959K -$39.8K -99 -4%
EWA
784
EverSource Wealth Advisors
Alabama
$957K +$307K +764 +45%
JWCA
785
J.W. Cole Advisors
Florida
$956K +$264K +656 +36%
S
786
SignatureFD
Georgia
$952K -$193K -479 -16%
SAM
787
Smithbridge Asset Management
Pennsylvania
$949K -$74.8K -186 -7%
KCM
788
Kennedy Capital Management
Missouri
$948K -$3M -7,465 -75%
SC
789
SummitTX Capital
Texas
$944K +$976K +2,426 New
PP
790
PDS Planning
Ohio
$942K +$167K +414 +21%
PAMG
791
Patton Albertson Miller Group
Tennessee
$939K +$2.01K +5 +0.2%
MYAM
792
Meiji Yasuda Asset Management
Japan
$930K -$726K -1,804 -43%
TWM
793
Trueblood Wealth Management
Ohio
$919K -$402 -1 -0%
FT
794
Fiduciary Trust
Massachusetts
$917K +$105K +262 +13%
MC
795
Matisse Capital
Oregon
$914K
SCM
796
Shelton Capital Management
Colorado
$913K -$6.03K -15 -0.6%
ACM
797
Aljian Capital Management
Nevada
$904K -$39K -97 -4%
Capstone Investment Advisors
798
Capstone Investment Advisors
New York
$902K +$366K +909 +64%
BWM
799
Buckley Wealth Management
Nevada
$902K
AIM
800
Acropolis Investment Management
Missouri
$901K -$20.5K -51 -2%

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.