ELV icon

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
SWM
976
SeaCrest Wealth Management
New York
$493K
LRIA
977
Leonard Rickey Investment Advisors
Washington
$493K
MAWA
978
Moss Adams Wealth Advisors
Washington
$492K
OPWM
979
Oregon Pacific Wealth Management
Oregon
$492K
WB
980
WesBanco Bank
West Virginia
$490K
AIA
981
Affinity Investment Advisors
California
$490K
PMA
982
Prudent Man Advisors
Illinois
$489K
SFS
983
Strategic Financial Services
New York
$488K
EFM
984
E Fund Management
China
$486K
ALAM
985
Asahi Life Asset Management
Japan
$484K
PMSA
986
Patrick M. Sweeney & Associates
Illinois
$483K
EWM
987
Evermay Wealth Management
Virginia
$481K
NWAG
988
Net Worth Advisory Group
Utah
$480K
CT
989
Colonial Trust
South Carolina
$478K
CFP
990
Catalyst Financial Partners
Massachusetts
$478K
GSEP
991
Golden State Equity Partners
California
$477K
JIC
992
Joel Isaacson & Co
New York
$473K
BFG
993
Beacon Financial Group
Texas
$472K
WPC
994
Wedmont Private Capital
Pennsylvania
$472K
BP
995
Ballentine Partners
Massachusetts
$471K
DWP
996
Daymark Wealth Partners
Ohio
$468K
PCIA
997
Prime Capital Investment Advisors
Kansas
$468K
HCMT
998
Highland Capital Management (Tennessee)
Tennessee
$467K
RA
999
Ransom Advisory
Rhode Island
$467K
I
1000
InceptionR
California
$465K