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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
VAG
951
VisionPoint Advisory Group
Texas
$537K +$2.01K +5 +0.4%
AWM
952
Arista Wealth Management
Nevada
$537K +$555K +1,380 New
CAS
953
CTC Alternative Strategies
Illinois
$537K +$555K +1,380 New
KIM
954
Kestra Investment Management
Texas
$531K +$285K +709 +121%
AFW
955
Avantra Family Wealth
Pennsylvania
$531K -$74.4K -185 -12%
THCM
956
Taylor Hoffman Capital Management
Virginia
$529K -$12.1K -30 -2%
KFA
957
Kapstone Financial Advisors
Ohio
$527K -$9.65K -24 -2%
HI
958
Humankind Investments
New York
$525K -$175K -435 -24%
HHRDM
959
H&H Retirement Design & Management
Nevada
$521K +$71.6K +178 +10%
DW30
960
Drucker Wealth 3.0
New Jersey
$519K -$438K -1,088 -42%
GIM
961
Goelzer Investment Management
Indiana
$518K +$204K +508 +62%
ACM
962
Advisors Capital Management
New Jersey
$518K +$70.8K +176 +15%
DWM
963
Defined Wealth Management
Oregon
$518K -$8.45K -21 -2%
CI
964
Conning Inc
Connecticut
$516K -$11.3K -28 -2%
HB
965
Horizon Bancorp
Indiana
$516K -$20.9K -52 -4%
CWS
966
Confluence Wealth Services
Pennsylvania
$515K
APWA
967
Atlas Private Wealth Advisors
New Jersey
$512K -$6.44K -16 -1%
WANY
968
Wealthspire Advisors (New York)
New York
$511K +$286K +712 +118%
AWM
969
Avior Wealth Management
Nebraska
$510K -$402 -1 -0.1%
JCM
970
Jacobi Capital Management
Pennsylvania
$510K +$99.3K +247 +23%
SIC
971
Salem Investment Counselors
North Carolina
$510K
FB
972
Finward Bancorp
Indiana
$507K
IC
973
Iconiq Capital
California
$506K +$12.5K +31 +2%
Dodge & Cox
974
Dodge & Cox
California
$506K +$40.2K +100 +8%
CFM
975
Catalyst Funds Management
Australia
$506K +$523K +1,300 New

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.