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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
HWMO
1001
Heritage Wealth Management (Ohio)
Ohio
$463K
SCTC
1002
Sanibel Captiva Trust Company
Florida
$462K
MPM
1003
Meritage Portfolio Management
Kansas
$461K
WAM
1004
Weinberger Asset Management
California
$460K
CI
1005
CX Institutional
Indiana
$460K
MGIA
1006
Moneta Group Investment Advisors
Missouri
$456K
QC
1007
Quent Capital
New York
$455K
AI
1008
AdvisorShares Investments
Maryland
$454K
GCP
1009
GSA Capital Partners
United Kingdom
$453K
MCM
1010
Monarch Capital Management
Indiana
$448K
VIS
1011
Vega Investment Solutions
France
$447K
VVP
1012
Venture Visionary Partners
Ohio
$446K
AIM
1013
Aspen Investment Management
Michigan
$445K
FCH
1014
Freestone Capital Holdings
Washington
$445K
GFP
1015
Gryphon Financial Partners
Ohio
$444K
OFG
1016
Oxford Financial Group
Indiana
$442K
DWA
1017
Douglass Winthrop Advisors
New York
$438K
CPA
1018
Cardiff Park Advisors
California
$435K
HCM
1019
Hengehold Capital Management
Ohio
$432K
ACS
1020
Archford Capital Strategies
Illinois
$431K
LIM
1021
Longfellow Investment Management
Massachusetts
$431K
SBF
1022
Sara-Bay Financial
Florida
$429K
SSA
1023
Schonfeld Strategic Advisors
New York
$429K
ECM
1024
Evergreen Capital Management
Washington
$428K
JWCA
1025
J.W. Coons Advisors
Ohio
$426K