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Elevance Health

1,575 hedge funds and large institutions have $79.5B invested in Elevance Health in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 590 increasing their positions, 605 reducing their positions, and 187 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: $87.3B → $79.5B (-$7.81B)

25% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 187

26% less funds holding in top 10

Funds holding in top 10: 4332 (-11)

Holders
1,575
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
AAS
1051
Ameritas Advisory Services
Nebraska
$394K
CAM
1052
Creekmur Asset Management
Illinois
$391K
CI
1053
CacheTech Inc
Utah
$389K
AWM
1054
Adams Wealth Management
Utah
$389K
LA
1055
LM Advisors
California
$389K
KCIC
1056
Kuhn & Co Investment Counsel
Illinois
$389K
BWM
1057
Blossom Wealth Management
California
$389K
MFIM
1058
Mesirow Financial Investment Management
Illinois
$385K
FWTB
1059
First Western Trust Bank
Colorado
$384K
RCA
1060
Resonant Capital Advisors
Wisconsin
$382K
EHC
1061
Everett Harris & Co
California
$382K
APG
1062
Abacus Planning Group
South Carolina
$381K
FTC
1063
Farmers Trust Company
Ohio
$379K
FFC
1064
First Financial Corp
Indiana
$378K
IBOK
1065
Independence Bank of Kentucky
Kentucky
$378K
OWA
1066
Octavia Wealth Advisors
Ohio
$377K
FFBTD
1067
First Financial Bank - Trust Division
Ohio
$374K
AI
1068
Accredited Investors
Minnesota
$371K
SAI
1069
Systematic Alpha Investments
New Jersey
$368K
W
1070
Wealthquest
Ohio
$364K
OQS
1071
Occudo Quantitative Strategies
Florida
$363K
BTWM
1072
Brass Tax Wealth Management
Ohio
$363K
CWS
1073
Cypress Wealth Services
California
$362K
BPCE
1074
Bank Pictet & Cie (Europe)
Germany
$361K
CIAS
1075
Capital Investment Advisory Services
North Carolina
$361K