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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
FB
876
Fulton Bank
Pennsylvania
$667K
FGWP
877
Founders Grove Wealth Partners
Virginia
$666K
OPTFSNA
878
Old Point Trust & Financial Services N A
Virginia
$664K
HKIMG
879
Hutchens & Kramer Investment Management Group
Indiana
$661K
GWA
880
Gratus Wealth Advisors
Virginia
$660K
DA
881
Detalus Advisors
Missouri
$659K
AC
882
Avestar Capital
New York
$658K
CRC
883
Curi RMB Capital
Illinois
$655K
OWA
884
Outlook Wealth Advisors
Texas
$653K
HI
885
Harbour Investments
Wisconsin
$652K
BF
886
Brogan Financial
Tennessee
$652K
GM
887
GeoWealth Management
Illinois
$650K
AO
888
Advisor OS
Illinois
$650K
HCM
889
Howard Capital Management
Georgia
$645K
FFO
890
Fiduciary Family Office
Florida
$641K
BHBT
891
Burke & Herbert Bank & Trust
Virginia
$640K
RA
892
Ruggaard & Associates
Ohio
$639K
II
893
Impact Investors
California
$638K
GT
894
Glenview Trust
Kentucky
$630K
PTC
895
Private Trust Company
Ohio
$628K
VT
896
Volterra Technologies
New York
$627K
MT
897
Midwest Trust
Kansas
$627K
LI
898
LRI Investments
Florida
$625K
WA
899
Wealth Alliance
New York
$621K
PL
900
Plancorp LLC
Missouri
$621K