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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
CIA
851
Concurrent Investment Advisors
Florida
$731K -$124K -309 -14%
JIR
852
James Investment Research
Ohio
$731K -$65.2K -162 -8%
VAS
853
Vestmark Advisory Solutions
Massachusetts
$730K +$755K +1,877 New
RA
854
RFG Advisory
Alabama
$729K -$28.6K -71 -4%
PWMAG
855
Pinnacle Wealth Management Advisory Group
New Jersey
$729K +$115K +286 +18%
FFG
856
Frisch Financial Group
New York
$728K +$3.22K +8 +0.4%
TFG
857
Taylor Financial Group
Virginia
$725K
RIA
858
Richwood Investment Advisors
Ohio
$722K -$64.4K -160 -8%
GC
859
Garde Capital
Washington
$720K
SWM
860
Sendero Wealth Management
Texas
$716K +$24.5K +61 +3%
1SB
861
1ST Source Bank
Indiana
$711K -$12.5K -31 -2%
BCM
862
Blume Capital Management
California
$710K -$3.95M -9,811 -84%
EWM
863
Empirical Wealth Management
Washington
$708K +$17.7K +44 +2%
Fuller & Thaler Asset Management
864
Fuller & Thaler Asset Management
California
$708K
APW
865
Austin Private Wealth
Texas
$706K -$72.4K -180 -9%
PC
866
Permanens Capital
New York
$706K +$164K +408 +29%
PCM
867
PenderFund Capital Management
British Columbia, Canada
$700K
DP
868
Dearborn Partners
Illinois
$693K +$716K +1,781 New
LTAS
869
Linden Thomas Advisory Services
North Carolina
$688K +$72.8K +181 +11%
TFA
870
Tranquilli Financial Advisor
New Jersey
$688K +$89.7K +223 +14%
MA
871
Mutual Advisors
Nebraska
$685K +$139K +345 +17%
HT
872
Heritage Trust
Oklahoma
$685K +$2.82K +7 +0.4%
SFM
873
Systematic Financial Management
New Jersey
$685K
I
874
InvesTrust
Oklahoma
$684K
RBI
875
Raiffeisen Bank International
Austria
$683K -$172K -427 -19%

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.