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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
GIM
826
Generali Investments Management
Slovenia
$785K
AWS
827
Atria Wealth Solutions
New York
$778K
GPA
828
Garrison Point Advisors
California
$778K
NSEDCP
829
NJ State Employees Deferred Compensation Plan
New Jersey
$778K
LAM
830
LOM Asset Management
$776K
CIS
831
Capital International Sarl
California
$769K
SAM
832
Smartleaf Asset Management
Massachusetts
$768K
NW
833
Naviter Wealth
Arkansas
$767K
ECM
834
Eisler Capital Management
United Kingdom
$765K
PDL
835
Portfolio Design Labs
California
$759K
MWM
836
Modern Wealth Management
Kansas
$754K
CF
837
Convergence Financial
Missouri
$752K
SCI
838
S&CO Inc
Massachusetts
$751K
GL
839
Graypoint LLC
New York
$748K
FMC
840
First Merchants Corp
Indiana
$744K
WH
841
Willner & Heller
California
$739K
SPC
842
Sigma Planning Corp
Michigan
$737K
AIIMS
843
Analyst IMS Investment Management Services
Israel
$737K
NP
844
Nilsine Partners
Colorado
$735K
CIA
845
Concurrent Investment Advisors
Florida
$731K
JIR
846
James Investment Research
Ohio
$731K
VAS
847
Vestmark Advisory Solutions
Massachusetts
$730K
RA
848
RFG Advisory
Alabama
$729K
PWMAG
849
Pinnacle Wealth Management Advisory Group
New Jersey
$729K
FFG
850
Frisch Financial Group
New York
$728K