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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
KP
926
Keel Point
Alabama
$579K
VFP
927
Verus Financial Partners
Virginia
$577K
TCM
928
Twin Capital Management
Pennsylvania
$575K
OCBCO
929
Oversea-Chinese Banking Corp (OCBC)
Singapore
$572K
FPL
930
Fortress Private Ledger
North Carolina
$569K
PL
931
Perpetual Ltd
Australia
$569K
DJSG
932
D.J. St. Germain
Massachusetts
$567K
SFS
933
Sowell Financial Services
Arkansas
$562K
DCM
934
Donaldson Capital Management
Indiana
$561K
AWM
935
Axxcess Wealth Management
California
$558K
BAM
936
Berkshire Asset Management
Pennsylvania
$558K
BWP
937
Burling Wealth Partners
Illinois
$552K
CGL
938
Clarius Group LLC
Washington
$552K
CFG
939
Citizens Financial Group
Rhode Island
$551K
GKWIM
940
Gerber Kawasaki Wealth & Investment Management
California
$550K
PI
941
PFG Investments
New York
$548K
GTAM
942
Global Trust Asset Management
Florida
$546K
SRC
943
Shufro Rose & Co
New York
$544K
BC
944
Bayforest Capital
United Kingdom
$537K
VAG
945
VisionPoint Advisory Group
Texas
$537K
CAS
946
CTC Alternative Strategies
Illinois
$537K
AWM
947
Arista Wealth Management
Nevada
$537K
KIM
948
Kestra Investment Management
Texas
$531K
AFW
949
Avantra Family Wealth
Pennsylvania
$531K
THCM
950
Taylor Hoffman Capital Management
Virginia
$529K