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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
CIM
826
CIM Investment Management
Pennsylvania
$808K +$428K +1,065 +100%
CF
827
Centaurus Financial
California
$804K -$126K -313 -13%
SLI
828
Sumitomo Life Insurance
Japan
$796K -$59.5K -148 -7%
NFA
829
Northern Financial Advisors
Michigan
$790K +$210K +521 +35%
BFC
830
Bedel Financial Consulting
Indiana
$790K
SWP
831
Stratos Wealth Partners
Ohio
$786K -$329K -818 -29%
GIM
832
Generali Investments Management
Slovenia
$785K -$189K -469 -19%
AWS
833
Atria Wealth Solutions
New York
$778K -$1.25M -3,106 -60%
GPA
834
Garrison Point Advisors
California
$778K
NSEDCP
835
NJ State Employees Deferred Compensation Plan
New Jersey
$778K
LAM
836
LOM Asset Management
$776K +$803K +1,996 New
CIS
837
Capital International Sarl
California
$769K +$41.4K +103 +5%
SAM
838
Smartleaf Asset Management
Massachusetts
$768K -$59.9K -149 -7%
NW
839
Naviter Wealth
Arkansas
$767K -$145K -360 -15%
ECM
840
Eisler Capital Management
United Kingdom
$765K -$185K -459 -19%
PDL
841
Portfolio Design Labs
California
$759K -$866K -2,153 -52%
MWM
842
Modern Wealth Management
Kansas
$754K -$38.2K -95 -5%
CF
843
Convergence Financial
Missouri
$752K +$82.9K +206 +12%
SCI
844
S&CO Inc
Massachusetts
$751K
GL
845
Graypoint LLC
New York
$748K -$122K -304 -14%
FMC
846
First Merchants Corp
Indiana
$744K
WH
847
Willner & Heller
California
$739K -$18.9K -47 -2%
SPC
848
Sigma Planning Corp
Michigan
$737K -$120K -299 -14%
AIIMS
849
Analyst IMS Investment Management Services
Israel
$737K
NP
850
Nilsine Partners
Colorado
$735K -$16.9K -42 -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.