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
RBC
1051
Romano Brothers & Co
Illinois
$403K -$434K -1,080 -51%
NI
1052
Natural Investments
California
$400K -$113K -281 -21%
DC
1053
Dahring Cusmano
Michigan
$399K +$402 +1 +0.1%
BIA
1054
Bell Investment Advisors
California
$396K +$11.7K +29 +3%
APC
1055
Aspire Private Capital
North Carolina
$395K +$148K +369 +57%
IIA
1056
ICW Investment Advisors
Arizona
$395K -$402 -1 -0.1%
AAS
1057
Ameritas Advisory Services
Nebraska
$394K -$414K -1,029 -50%
CAM
1058
Creekmur Asset Management
Illinois
$391K +$14.5K +36 +4%
AWM
1059
Adams Wealth Management
Utah
$389K
CI
1060
CacheTech Inc
Utah
$389K
LA
1061
LM Advisors
California
$389K -$2.01K -5 -0.5%
KCIC
1062
Kuhn & Co Investment Counsel
Illinois
$389K
BWM
1063
Blossom Wealth Management
California
$389K +$184K +457 +84%
MFIM
1064
Mesirow Financial Investment Management
Illinois
$385K +$90.1K +224 +29%
FWTB
1065
First Western Trust Bank
Colorado
$384K -$13.3K -33 -3%
RCA
1066
Resonant Capital Advisors
Wisconsin
$382K +$170K +423 +76%
EHC
1067
Everett Harris & Co
California
$382K
APG
1068
Abacus Planning Group
South Carolina
$381K +$50.3K +125 +15%
FTC
1069
Farmers Trust Company
Ohio
$379K
FFC
1070
First Financial Corp
Indiana
$378K
IBOK
1071
Independence Bank of Kentucky
Kentucky
$378K +$10.1K +25 +3%
OWA
1072
Octavia Wealth Advisors
Ohio
$377K -$32.6K -81 -8%
FFBTD
1073
First Financial Bank - Trust Division
Ohio
$374K -$20.5K -51 -5%
AI
1074
Accredited Investors
Minnesota
$371K -$73.6K -183 -16%
SAI
1075
Systematic Alpha Investments
New Jersey
$368K

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.