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Elevance Health

1,590 hedge funds and large institutions have $79.7B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 142 funds opening new positions, 598 increasing their positions, 607 reducing their positions, and 188 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $706M | Put options by funds: $495M

0.96% more ownership

Funds ownership: 89.82%90.78% (+0.96%)

1% less repeat investments, than reductions

Existing positions increased: 598 | Existing positions reduced: 607

4% less funds holding

Funds holding: 1,6611,590 (-71)

10% less capital invested

Capital invested by funds: $88.7B → $79.7B (-$9.07B)

24% less first-time investments, than exits

New positions opened: 142 | Existing positions closed: 188

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,590
Holders Change
-71
Holders Change %
-4.27%
% 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
0.42%
New
142
Increased
598
Reduced
607
Closed
188
Calls
$706M
Puts
$495M
Net Calls
+$211M
Net Calls Change
-$2.39M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1001
Joel Isaacson & Co
New York
$473K
BFG
1002
Beacon Financial Group
Texas
$472K
WPC
1003
Wedmont Private Capital
Pennsylvania
$472K -$49.1K -122 -8%
BP
1004
Ballentine Partners
Massachusetts
$471K -$338K -840 -41%
DWP
1005
Daymark Wealth Partners
Ohio
$468K -$156K -389 -24%
PCIA
1006
Prime Capital Investment Advisors
Kansas
$468K -$113K -281 -19%
HCMT
1007
Highland Capital Management (Tennessee)
Tennessee
$467K
RA
1008
Ransom Advisory
Rhode Island
$467K
I
1009
InceptionR
California
$465K +$481K +1,195 New
SVWAG
1010
Sound View Wealth Advisors Group
Georgia
$464K +$2.41K +6 +0.5%
HWMO
1011
Heritage Wealth Management (Ohio)
Ohio
$463K -$128K -319 -21%
SCTC
1012
Sanibel Captiva Trust Company
Florida
$462K -$26.9K -67 -5%
MPM
1013
Meritage Portfolio Management
Kansas
$461K
WAM
1014
Weinberger Asset Management
California
$460K +$7.24K +18 +2%
CI
1015
CX Institutional
Indiana
$460K -$122K -303 -20%
MGIA
1016
Moneta Group Investment Advisors
Missouri
$456K +$37K +92 +9%
QC
1017
Quent Capital
New York
$455K -$43.8K -109 -9%
AI
1018
AdvisorShares Investments
Maryland
$454K +$67.6K +168 +17%
GCP
1019
GSA Capital Partners
United Kingdom
$453K +$468K +1,164 New
MCM
1020
Monarch Capital Management
Indiana
$448K
VIS
1021
Vega Investment Solutions
France
$447K -$31K -77 -6%
VVP
1022
Venture Visionary Partners
Ohio
$446K +$205K +509 +80%
AIM
1023
Aspen Investment Management
Michigan
$445K +$38.2K +95 +9%
FCH
1024
Freestone Capital Holdings
Washington
$445K +$460K +1,143 New
GFP
1025
Gryphon Financial Partners
Ohio
$444K +$9.65K +24 +2%

ELV Hedge Fund Activity: Q2 2025 in Review

1,590 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Elevance Health (ELV) for Q2 2025, worth a combined $79.7B — down 10% from $88.7B a quarter earlier.

Sellers outnumbered buyers: 188 funds closed out of ELV and 142 opened new positions — a net loss of 46 holders — while 607 trimmed existing stakes and 598 added.

The largest buyer was GQG Partners, opening a new position worth an estimated $589M. The largest seller was EdgePoint Investment Group, exiting entirely with an estimated $563M sold.

  • 1,590 institutional investors held Elevance Health (ELV) as of Q2 2025, down from 1,661 in Q1 2025.
  • Funds reported $79.7B of Elevance Health stock for Q2 2025, down 10% quarter-over-quarter.
  • 142 funds opened new Elevance Health positions in Q2 2025 and 188 closed out, a net change of -46 holders.
  • The largest Elevance Health buyer in Q2 2025 was GQG Partners, an estimated $589M added.
  • The largest Elevance Health seller in Q2 2025 was EdgePoint Investment Group, an estimated $563M sold.

Based on aggregated 13F filings for Q2 2025.