We are live on ! Find out more
ELV icon

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
OFG
1026
Oxford Financial Group
Indiana
$442K -$804 -2 -0.2%
DWA
1027
Douglass Winthrop Advisors
New York
$438K -$136K -337 -23%
CPA
1028
Cardiff Park Advisors
California
$435K
HCM
1029
Hengehold Capital Management
Ohio
$432K +$402 +1 +0.1%
ACS
1030
Archford Capital Strategies
Illinois
$431K -$125K -312 -22%
LIM
1031
Longfellow Investment Management
Massachusetts
$431K +$443K +1,101 +15,729%
SBF
1032
Sara-Bay Financial
Florida
$429K
SSA
1033
Schonfeld Strategic Advisors
New York
$429K -$442K -1,098 -50%
ECM
1034
Evergreen Capital Management
Washington
$428K -$47.1K -117 -10%
JWCA
1035
J.W. Coons Advisors
Ohio
$426K
FCP
1036
Fidelis Capital Partners
Florida
$426K -$60.3K -150 -9%
MMA
1037
Miracle Mile Advisors
California
$424K -$86.9K -216 -17%
CAG
1038
Crestwood Advisors Group
Massachusetts
$424K +$15.3K +38 +4%
AWA
1039
Aaron Wealth Advisors
Illinois
$423K +$175K +434 +66%
ATS
1040
Ashton Thomas Securities
New York
$418K +$432K +1,074 New
AA
1041
Alta Advisers
United Kingdom
$417K
MPWT
1042
MassMutual Private Wealth & Trust
Connecticut
$415K -$38.6K -96 -8%
CWM
1043
Centric Wealth Management
Illinois
$412K
SW
1044
Solidarity Wealth
Utah
$410K -$5.23K -13 -1%
WMA
1045
Wealth Management Associates
New Jersey
$410K
ICP
1046
Impact Capital Partners
Colorado
$408K +$34.6K +86 +9%
IIC
1047
Integrated Investment Consultants
Michigan
$405K -$2.41K -6 -0.6%
RCG
1048
Regatta Capital Group
California
$405K +$12.1K +30 +3%
KFG
1049
Kelly Financial Group
Connecticut
$405K
FMLI
1050
Fukoku Mutual Life Insurance
Japan
$405K -$43.4K -108 -9%

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.