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Elevance Health

1,568 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, 602 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
1,568
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
LAM
826
LOM Asset Management
$776K
CIS
827
Capital International Sarl
California
$769K
SAM
828
Smartleaf Asset Management
Massachusetts
$768K
NW
829
Naviter Wealth
Arkansas
$767K
ECM
830
Eisler Capital Management
United Kingdom
$765K
PDL
831
Portfolio Design Labs
California
$759K
CF
832
Convergence Financial
Missouri
$752K
SCI
833
S&CO Inc
Massachusetts
$751K
GL
834
Graypoint LLC
New York
$748K
FMC
835
First Merchants Corp
Indiana
$744K
MWM
836
Modern Wealth Management
Kansas
$743K
WH
837
Willner & Heller
California
$739K
SPC
838
Sigma Planning Corp
Michigan
$737K
AIIMS
839
Analyst IMS Investment Management Services
Israel
$737K
NP
840
Nilsine Partners
Colorado
$735K
CIA
841
Concurrent Investment Advisors
Florida
$731K
JIR
842
James Investment Research
Ohio
$731K
VAS
843
Vestmark Advisory Solutions
Massachusetts
$730K
RA
844
RFG Advisory
Alabama
$729K
PWMAG
845
Pinnacle Wealth Management Advisory Group
New Jersey
$729K
FFG
846
Frisch Financial Group
New York
$728K
TFG
847
Taylor Financial Group
Virginia
$725K
RIA
848
Richwood Investment Advisors
Ohio
$722K
GC
849
Garde Capital
Washington
$720K
SWM
850
Sendero Wealth Management
Texas
$716K