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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
CRI
976
Colonial River Investments
Virginia
$497K
EFG
977
Everhart Financial Group
Ohio
$495K
CWM
978
Compass Wealth Management
Connecticut
$493K
SWM
979
SeaCrest Wealth Management
New York
$493K
LRIA
980
Leonard Rickey Investment Advisors
Washington
$493K
MAWA
981
Moss Adams Wealth Advisors
Washington
$492K
OPWM
982
Oregon Pacific Wealth Management
Oregon
$492K
WB
983
WesBanco Bank
West Virginia
$490K
AIA
984
Affinity Investment Advisors
California
$490K
PMA
985
Prudent Man Advisors
Illinois
$489K
SFS
986
Strategic Financial Services
New York
$488K
EFM
987
E Fund Management
China
$486K
ALAM
988
Asahi Life Asset Management
Japan
$484K
PMSA
989
Patrick M. Sweeney & Associates
Illinois
$483K
EWM
990
Evermay Wealth Management
Virginia
$481K
NWAG
991
Net Worth Advisory Group
Utah
$480K
CT
992
Colonial Trust
South Carolina
$478K
CFP
993
Catalyst Financial Partners
Massachusetts
$478K
GSEP
994
Golden State Equity Partners
California
$477K
JIC
995
Joel Isaacson & Co
New York
$473K
BFG
996
Beacon Financial Group
Texas
$472K
WPC
997
Wedmont Private Capital
Pennsylvania
$472K
BP
998
Ballentine Partners
Massachusetts
$471K
DWP
999
Daymark Wealth Partners
Ohio
$468K
PCIA
1000
Prime Capital Investment Advisors
Kansas
$468K