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Elevance Health

1,568 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, 602 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
1,568
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
GIM
951
Goelzer Investment Management
Indiana
$518K
ACM
952
Advisors Capital Management
New Jersey
$518K
DWM
953
Defined Wealth Management
Oregon
$518K
CI
954
Conning Inc
Connecticut
$516K
HB
955
Horizon Bancorp
Indiana
$516K
CWS
956
Confluence Wealth Services
Pennsylvania
$515K
APWA
957
Atlas Private Wealth Advisors
New Jersey
$512K
WANY
958
Wealthspire Advisors (New York)
New York
$511K
AWM
959
Avior Wealth Management
Nebraska
$510K
JCM
960
Jacobi Capital Management
Pennsylvania
$510K
SIC
961
Salem Investment Counselors
North Carolina
$510K
FB
962
Finward Bancorp
Indiana
$507K
IC
963
Iconiq Capital
California
$506K
Dodge & Cox
964
Dodge & Cox
California
$506K
CFM
965
Catalyst Funds Management
Australia
$506K
FCG
966
Fielder Capital Group
Tennessee
$505K
FPAS
967
Focus Partners Advisor Solutions
Missouri
$504K
LA
968
Lifeworks Advisors
Michigan
$504K
SAM
969
Sompo Asset Management
Japan
$502K
HWMG
970
Hurlow Wealth Management Group
Indiana
$501K
TFIPS
971
Towarzystwo Funduszy Inwestycyjnych PZU SA
$498K
CRI
972
Colonial River Investments
Virginia
$497K
EFG
973
Everhart Financial Group
Ohio
$495K
CWM
974
Compass Wealth Management
Connecticut
$493K
SWM
975
SeaCrest Wealth Management
New York
$493K