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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
TFG
851
Taylor Financial Group
Virginia
$725K
RIA
852
Richwood Investment Advisors
Ohio
$722K
GC
853
Garde Capital
Washington
$720K
SWM
854
Sendero Wealth Management
Texas
$716K
1SB
855
1ST Source Bank
Indiana
$711K
BCM
856
Blume Capital Management
California
$710K
EWM
857
Empirical Wealth Management
Washington
$708K
Fuller & Thaler Asset Management
858
Fuller & Thaler Asset Management
California
$708K
APW
859
Austin Private Wealth
Texas
$706K
PC
860
Permanens Capital
New York
$706K
PCM
861
PenderFund Capital Management
British Columbia, Canada
$700K
DP
862
Dearborn Partners
Illinois
$693K
LTAS
863
Linden Thomas Advisory Services
North Carolina
$688K
TFA
864
Tranquilli Financial Advisor
New Jersey
$688K
MA
865
Mutual Advisors
Nebraska
$685K
HT
866
Heritage Trust
Oklahoma
$685K
SFM
867
Systematic Financial Management
New Jersey
$685K
I
868
InvesTrust
Oklahoma
$684K
RBI
869
Raiffeisen Bank International
Austria
$683K
NG
870
Novem Group
New York
$678K
KFSC
871
Keystone Financial Services (Colorado)
Colorado
$676K
QC
872
Quantessence Capital
New York
$673K
CTC
873
Central Trust Company
Missouri
$672K
QI
874
Qtron Investments
Massachusetts
$671K
AC
875
Apella Capital
Connecticut
$668K