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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
NG
876
Novem Group
New York
$678K +$63.1K +157 +10%
KFSC
877
Keystone Financial Services (Colorado)
Colorado
$676K +$105K +260 +18%
QC
878
Quantessence Capital
New York
$673K -$310K -771 -31%
CTC
879
Central Trust Company
Missouri
$672K +$18.5K +46 +3%
QI
880
Qtron Investments
Massachusetts
$671K -$329K -817 -32%
AC
881
Apella Capital
Connecticut
$668K -$804 -2 -0.1%
FB
882
Fulton Bank
Pennsylvania
$667K +$70.8K +176 +11%
FGWP
883
Founders Grove Wealth Partners
Virginia
$666K
OPTFSNA
884
Old Point Trust & Financial Services N A
Virginia
$664K +$56.3K +140 +9%
HKIMG
885
Hutchens & Kramer Investment Management Group
Indiana
$661K +$479K +1,190 +248%
GWA
886
Gratus Wealth Advisors
Virginia
$660K
DA
887
Detalus Advisors
Missouri
$659K
AC
888
Avestar Capital
New York
$658K +$280K +695 +70%
CRC
889
Curi RMB Capital
Illinois
$655K +$677K +1,683 New
OWA
890
Outlook Wealth Advisors
Texas
$653K +$2.01K +5 +0.3%
HI
891
Harbour Investments
Wisconsin
$652K -$24.9K -62 -4%
BF
892
Brogan Financial
Tennessee
$652K +$2.82K +7 +0.4%
GM
893
GeoWealth Management
Illinois
$650K -$41.4K -103 -6%
AO
894
Advisor OS
Illinois
$650K +$432K +1,075 +181%
HCM
895
Howard Capital Management
Georgia
$645K +$137K +341 +26%
FFO
896
Fiduciary Family Office
Florida
$641K +$88.9K +221 +15%
BHBT
897
Burke & Herbert Bank & Trust
Virginia
$640K
RA
898
Ruggaard & Associates
Ohio
$639K -$2.41K -6 -0.4%
II
899
Impact Investors
California
$638K +$25.3K +63 +4%
GT
900
Glenview Trust
Kentucky
$630K +$191K +475 +42%

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.