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Elevance Health

1,562 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, 599 reducing their positions, and 181 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,562
Holders Change
-74
Holders Change %
-4.52%
% 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
0.43%
New
142
Increased
590
Reduced
599
Closed
181
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
MAWA
976
Moss Adams Wealth Advisors
Washington
$492K +$162K +416 +49%
OPWM
977
Oregon Pacific Wealth Management
Oregon
$492K -$21.8K -56 -4%
WB
978
WesBanco Bank
West Virginia
$490K -$3.5K -9 -0.7%
AIA
979
Affinity Investment Advisors
California
$490K -$1.17K -3 -0.2%
PMA
980
Prudent Man Advisors
Illinois
$489K +$389 +1 +0.1%
SFS
981
Strategic Financial Services
New York
$488K
EFM
982
E Fund Management
China
$486K -$24.5K -63 -5%
ALAM
983
Asahi Life Asset Management
Japan
$484K -$21.4K -55 -4%
PMSA
984
Patrick M. Sweeney & Associates
Illinois
$483K +$10.4K +30 +2%
EWM
985
Evermay Wealth Management
Virginia
$481K -$22.6K -58 -4%
NWAG
986
Net Worth Advisory Group
Utah
$480K -$1.17K -3 -0.2%
CT
987
Colonial Trust
South Carolina
$478K -$57.6K -148 -11%
CFP
988
Catalyst Financial Partners
Massachusetts
$478K +$77.4K +199 +19%
GSEP
989
Golden State Equity Partners
California
$477K +$80.9K +208 +20%
JIC
990
Joel Isaacson & Co
New York
$473K
BFG
991
Beacon Financial Group
Texas
$472K
WPC
992
Wedmont Private Capital
Pennsylvania
$472K -$42.3K -122 -8%
BP
993
Ballentine Partners
Massachusetts
$471K -$327K -840 -41%
DWP
994
Daymark Wealth Partners
Ohio
$468K -$151K -389 -24%
PCIA
995
Prime Capital Investment Advisors
Kansas
$468K -$109K -281 -19%
RA
996
Ransom Advisory
Rhode Island
$467K
HCMT
997
Highland Capital Management (Tennessee)
Tennessee
$467K
I
998
InceptionR
California
$465K +$465K +1,195 New
SVWAG
999
Sound View Wealth Advisors Group
Georgia
$464K +$2.33K +6 +0.5%
HWMO
1000
Heritage Wealth Management (Ohio)
Ohio
$463K -$124K -319 -21%