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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
DW30
951
Drucker Wealth 3.0
New Jersey
$519K
GIM
952
Goelzer Investment Management
Indiana
$518K
ACM
953
Advisors Capital Management
New Jersey
$518K
DWM
954
Defined Wealth Management
Oregon
$518K
CI
955
Conning Inc
Connecticut
$516K
HB
956
Horizon Bancorp
Indiana
$516K
CWS
957
Confluence Wealth Services
Pennsylvania
$515K
APWA
958
Atlas Private Wealth Advisors
New Jersey
$512K
WANY
959
Wealthspire Advisors (New York)
New York
$511K
AWM
960
Avior Wealth Management
Nebraska
$510K
JCM
961
Jacobi Capital Management
Pennsylvania
$510K
SIC
962
Salem Investment Counselors
North Carolina
$510K
FB
963
Finward Bancorp
Indiana
$507K
IC
964
Iconiq Capital
California
$506K
Dodge & Cox
965
Dodge & Cox
California
$506K
CFM
966
Catalyst Funds Management
Australia
$506K
FCG
967
Fielder Capital Group
Tennessee
$505K
FPAS
968
Focus Partners Advisor Solutions
Missouri
$504K
LA
969
Lifeworks Advisors
Michigan
$504K
SAM
970
Sompo Asset Management
Japan
$502K
HWMG
971
Hurlow Wealth Management Group
Indiana
$501K
TFIPS
972
Towarzystwo Funduszy Inwestycyjnych PZU SA
$498K
CRI
973
Colonial River Investments
Virginia
$497K
EFG
974
Everhart Financial Group
Ohio
$495K
CWM
975
Compass Wealth Management
Connecticut
$493K