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Elevance Health

1,570 hedge funds and large institutions have $79.2B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 603 reducing their positions, and 183 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: $87.1B → $79.2B (-$7.81B)

22% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 183

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,570
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
OCBCO
926
Oversea-Chinese Banking Corp (OCBC)
Singapore
$572K
FPL
927
Fortress Private Ledger
North Carolina
$569K
PL
928
Perpetual Ltd
Australia
$569K
DJSG
929
D.J. St. Germain
Massachusetts
$567K
SFS
930
Sowell Financial Services
Arkansas
$562K
DCM
931
Donaldson Capital Management
Indiana
$561K
AWM
932
Axxcess Wealth Management
California
$558K
BAM
933
Berkshire Asset Management
Pennsylvania
$558K
BWP
934
Burling Wealth Partners
Illinois
$552K
CGL
935
Clarius Group LLC
Washington
$552K
CFG
936
Citizens Financial Group
Rhode Island
$551K
GKWIM
937
Gerber Kawasaki Wealth & Investment Management
California
$550K
PI
938
PFG Investments
New York
$548K
GTAM
939
Global Trust Asset Management
Florida
$546K
SRC
940
Shufro Rose & Co
New York
$544K
BC
941
Bayforest Capital
United Kingdom
$537K
VAG
942
VisionPoint Advisory Group
Texas
$537K
CAS
943
CTC Alternative Strategies
Illinois
$537K
AWM
944
Arista Wealth Management
Nevada
$537K
KIM
945
Kestra Investment Management
Texas
$531K
AFW
946
Avantra Family Wealth
Pennsylvania
$531K
THCM
947
Taylor Hoffman Capital Management
Virginia
$529K
KFA
948
Kapstone Financial Advisors
Ohio
$527K
HI
949
Humankind Investments
New York
$525K
HHRDM
950
H&H Retirement Design & Management
Nevada
$521K