ELV icon

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
GS
1076
GTS Securities
New York
$360K
BMO
1077
Beck Mack & Oliver
New York
$360K
FMTCOCP
1078
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$359K
RDFA
1079
Ritter Daniher Financial Advisory
Ohio
$359K
PWPS
1080
Pinnacle Wealth Planning Services
Ohio
$358K
CAM
1081
Campion Asset Management
Virginia
$356K
WAS
1082
Wealth Advisory Solutions
Indiana
$353K
SIC
1083
Samalin Investment Counsel
New York
$352K
PHAM
1084
Palisades Hudson Asset Management
Florida
$352K
DI
1085
Disciplined Investors
Texas
$352K
BW
1086
Basepoint Wealth
Iowa
$351K
HS
1087
Horan Securities
United States
$350K
FHA
1088
First Horizon Advisors
Tennessee
$350K
LSV Asset Management
1089
LSV Asset Management
Illinois
$350K
SCI
1090
Stableford Capital II
Arizona
$348K
FFA
1091
First Foundation Advisors
California
$347K
SSC
1092
Syverson Strege & Co
Iowa
$347K
LA
1093
Latitude Advisors
Florida
$346K
WWM
1094
Western Wealth Management
Colorado
$346K
Simplex Trading
1095
Simplex Trading
Illinois
$346K
BBA
1096
Baader Bank Aktiengesellschaft
Germany
$345K
VIA
1097
Victrix Investment Advisors
Florida
$345K
FWP
1098
Forefront Wealth Partners
Texas
$343K
NGA
1099
Naples Global Advisors
Florida
$343K
AOWM
1100
Alpha Omega Wealth Management
Virginia
$342K