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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
LA
1051
LM Advisors
California
$389K
KCIC
1052
Kuhn & Co Investment Counsel
Illinois
$389K
BWM
1053
Blossom Wealth Management
California
$389K
MFIM
1054
Mesirow Financial Investment Management
Illinois
$385K
FWTB
1055
First Western Trust Bank
Colorado
$384K
RCA
1056
Resonant Capital Advisors
Wisconsin
$382K
EHC
1057
Everett Harris & Co
California
$382K
APG
1058
Abacus Planning Group
South Carolina
$381K
FTC
1059
Farmers Trust Company
Ohio
$379K
FFC
1060
First Financial Corp
Indiana
$378K
IBOK
1061
Independence Bank of Kentucky
Kentucky
$378K
OWA
1062
Octavia Wealth Advisors
Ohio
$377K
FFBTD
1063
First Financial Bank - Trust Division
Ohio
$374K
AI
1064
Accredited Investors
Minnesota
$371K
SAI
1065
Systematic Alpha Investments
New Jersey
$368K
W
1066
Wealthquest
Ohio
$364K
OQS
1067
Occudo Quantitative Strategies
Florida
$363K
BTWM
1068
Brass Tax Wealth Management
Ohio
$363K
CWS
1069
Cypress Wealth Services
California
$362K
BPCE
1070
Bank Pictet & Cie (Europe)
Germany
$361K
CIAS
1071
Capital Investment Advisory Services
North Carolina
$361K
GS
1072
GTS Securities
New York
$360K
BMO
1073
Beck Mack & Oliver
New York
$360K
FMTCOCP
1074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$359K
RDFA
1075
Ritter Daniher Financial Advisory
Ohio
$359K