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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
KCM
801
Kathmere Capital Management
Pennsylvania
$896K -$151K -375 -14%
SFFS
802
Stonehage Fleming Financial Services
Jersey
$891K +$922K +2,292 New
JSW
803
Journey Strategic Wealth
New Jersey
$890K +$141K +351 +18%
PA
804
Parallel Advisors
California
$888K -$202K -503 -18%
LFA
805
Legacy Financial Advisors
Kentucky
$884K +$578K +1,436 +172%
KWMG
806
King Wealth Management Group
Florida
$883K -$600K -1,491 -40%
BIG
807
Brooklyn Investment Group
New York
$879K +$19.3K +48 +2%
BOM
808
Bank of Marin
California
$873K +$296K +735 +49%
UB
809
UMB Bank
Missouri
$868K -$266K -662 -23%
SC
810
Soundwatch Capital
Connecticut
$867K +$565K +1,405 New
FSA
811
Financial Security Advisor
Virginia
$866K +$1.61K +4 +0.2%
TSS
812
Two Sigma Securities
New York
$865K -$331K -824 -27%
WBC
813
Westpac Banking Corp
Australia
$863K
NP
814
NorthRock Partners
Minnesota
$862K -$5.23K -13 -0.6%
CI
815
Cigna Investments
Connecticut
$861K -$46.3K -115 -5%
CC
816
Chicago Capital
Illinois
$851K +$8.04K +20 +0.9%
IA
817
Icon Advisers
Colorado
$850K
BCM
818
Barden Capital Management
Texas
$848K -$18.9K -47 -2%
BEI
819
Benjamin Edwards Inc
Missouri
$834K +$179K +445 +26%
AIP
820
Ameritas Investment Partners
Nebraska
$830K -$31K -77 -3%
MWP
821
Meriwether Wealth & Planning
Louisiana
$827K -$6.84K -17 -0.8%
P
822
Pitcairn
Pennsylvania
$825K -$76.4K -190 -8%
Two Sigma Advisers
823
Two Sigma Advisers
New York
$817K +$845K +2,100 New
CCM
824
Canal Capital Management
Virginia
$816K +$594K +1,477 +237%
CFG
825
Chapman Financial Group
Hawaii
$809K +$837K +2,081 New

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.