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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
KFA
951
Kapstone Financial Advisors
Ohio
$527K
HI
952
Humankind Investments
New York
$525K
HHRDM
953
H&H Retirement Design & Management
Nevada
$521K
DW30
954
Drucker Wealth 3.0
New Jersey
$519K
GIM
955
Goelzer Investment Management
Indiana
$518K
ACM
956
Advisors Capital Management
New Jersey
$518K
DWM
957
Defined Wealth Management
Oregon
$518K
CI
958
Conning Inc
Connecticut
$516K
HB
959
Horizon Bancorp
Indiana
$516K
CWS
960
Confluence Wealth Services
Pennsylvania
$515K
APWA
961
Atlas Private Wealth Advisors
New Jersey
$512K
WANY
962
Wealthspire Advisors (New York)
New York
$511K
AWM
963
Avior Wealth Management
Nebraska
$510K
JCM
964
Jacobi Capital Management
Pennsylvania
$510K
SIC
965
Salem Investment Counselors
North Carolina
$510K
FB
966
Finward Bancorp
Indiana
$507K
IC
967
Iconiq Capital
California
$506K
Dodge & Cox
968
Dodge & Cox
California
$506K
CFM
969
Catalyst Funds Management
Australia
$506K
FCG
970
Fielder Capital Group
Tennessee
$505K
FPAS
971
Focus Partners Advisor Solutions
Missouri
$504K
LA
972
Lifeworks Advisors
Michigan
$504K
SAM
973
Sompo Asset Management
Japan
$502K
HWMG
974
Hurlow Wealth Management Group
Indiana
$501K
TFIPS
975
Towarzystwo Funduszy Inwestycyjnych PZU SA
$498K