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
W
1076
Wealthquest
Ohio
$364K -$4.02K -10 -1%
OQS
1077
Occudo Quantitative Strategies
Florida
$363K +$376K +934 New
BTWM
1078
Brass Tax Wealth Management
Ohio
$363K -$1.61K -4 -0.4%
CWS
1079
Cypress Wealth Services
California
$362K -$15.3K -38 -4%
BPCE
1080
Bank Pictet & Cie (Europe)
Germany
$361K +$122K +304 +49%
CIAS
1081
Capital Investment Advisory Services
North Carolina
$361K -$26.9K -67 -7%
GS
1082
GTS Securities
New York
$360K -$428K -1,063 -53%
BMO
1083
Beck Mack & Oliver
New York
$360K +$57.1K +142 +18%
FMTCOCP
1084
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$359K -$34.2K -85 -8%
RDFA
1085
Ritter Daniher Financial Advisory
Ohio
$359K
PWPS
1086
Pinnacle Wealth Planning Services
Ohio
$358K +$69.2K +172 +23%
CAM
1087
Campion Asset Management
Virginia
$356K -$8.04K -20 -2%
WAS
1088
Wealth Advisory Solutions
Indiana
$353K
SIC
1089
Samalin Investment Counsel
New York
$352K -$15.7K -39 -4%
PHAM
1090
Palisades Hudson Asset Management
Florida
$352K -$28.6K -71 -7%
DI
1091
Disciplined Investors
Texas
$352K -$402 -1 -0.1%
BW
1092
Basepoint Wealth
Iowa
$351K -$5.23K -13 -1%
HS
1093
Horan Securities
United States
$350K
FHA
1094
First Horizon Advisors
Tennessee
$350K +$23.7K +59 +7%
LSV Asset Management
1095
LSV Asset Management
Illinois
$350K -$16.1K -40 -4%
SCI
1096
Stableford Capital II
Arizona
$348K -$1.23M -3,051 -72%
FFA
1097
First Foundation Advisors
California
$347K -$64K -159 -15%
SSC
1098
Syverson Strege & Co
Iowa
$347K +$359K +893 New
LA
1099
Latitude Advisors
Florida
$346K -$1.61K -4 -0.4%
WWM
1100
Western Wealth Management
Colorado
$346K -$10.9K -27 -3%

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.