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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
LRIA
976
Leonard Rickey Investment Advisors
Washington
$493K
MAWA
977
Moss Adams Wealth Advisors
Washington
$492K
OPWM
978
Oregon Pacific Wealth Management
Oregon
$492K
WB
979
WesBanco Bank
West Virginia
$490K
AIA
980
Affinity Investment Advisors
California
$490K
PMA
981
Prudent Man Advisors
Illinois
$489K
SFS
982
Strategic Financial Services
New York
$488K
EFM
983
E Fund Management
China
$486K
ALAM
984
Asahi Life Asset Management
Japan
$484K
PMSA
985
Patrick M. Sweeney & Associates
Illinois
$483K
EWM
986
Evermay Wealth Management
Virginia
$481K
NWAG
987
Net Worth Advisory Group
Utah
$480K
CT
988
Colonial Trust
South Carolina
$478K
CFP
989
Catalyst Financial Partners
Massachusetts
$478K
GSEP
990
Golden State Equity Partners
California
$477K
JIC
991
Joel Isaacson & Co
New York
$473K
BFG
992
Beacon Financial Group
Texas
$472K
WPC
993
Wedmont Private Capital
Pennsylvania
$472K
BP
994
Ballentine Partners
Massachusetts
$471K
DWP
995
Daymark Wealth Partners
Ohio
$468K
PCIA
996
Prime Capital Investment Advisors
Kansas
$468K
HCMT
997
Highland Capital Management (Tennessee)
Tennessee
$467K
RA
998
Ransom Advisory
Rhode Island
$467K
I
999
InceptionR
California
$465K
SVWAG
1000
Sound View Wealth Advisors Group
Georgia
$464K