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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
EI
901
Ellevest Inc
New York
$618K
BB
902
Busey Bank
Illinois
$618K
SWP
903
Sagespring Wealth Partners
Tennessee
$615K
UCB
904
United Community Bank
South Carolina
$615K
AAP
905
Arax Advisory Partners
Colorado
$613K
BRWA
906
B. Riley Wealth Advisors
Florida
$612K
KFGK
907
Keystone Financial Group (Kentucky)
Kentucky
$611K
SOS
908
Silver Oak Securities
Tennessee
$609K
Connor, Clark & Lunn Investment Management (CC&L)
909
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$609K
FW
910
FullCircle Wealth
Texas
$609K
DO
911
denkapparat Operations
Germany
$608K
SMA
912
Sage Mountain Advisors
Georgia
$608K
LGF
913
LGT Group Foundation
Liechtenstein
$605K
TNB
914
Thomasville National Bank
Georgia
$605K
LCM
915
Laurion Capital Management
New York
$603K
LGA
916
Lebenthal Global Advisors
New York
$601K
MA
917
MJP Associates
Connecticut
$594K
KHCM
918
Kirtland Hills Capital Management
Ohio
$594K
MC
919
Middleton & Co
Massachusetts
$593K
MSWM
920
Mowery & Schoenfeld Wealth Management
Illinois
$588K
VA
921
Valmark Advisers
Ohio
$586K
CW
922
CreativeOne Wealth
Kansas
$585K
MSAM
923
Moloney Securities Asset Management
Missouri
$584K
CL
924
CVFG LLC
Indiana
$583K
PWM
925
Perigon Wealth Management
California
$581K