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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
PWPS
1076
Pinnacle Wealth Planning Services
Ohio
$358K
CAM
1077
Campion Asset Management
Virginia
$356K
WAS
1078
Wealth Advisory Solutions
Indiana
$353K
SIC
1079
Samalin Investment Counsel
New York
$352K
PHAM
1080
Palisades Hudson Asset Management
Florida
$352K
DI
1081
Disciplined Investors
Texas
$352K
BWL
1082
Basepoint Wealth LLC
Iowa
$351K
HS
1083
Horan Securities
United States
$350K
FHA
1084
First Horizon Advisors
Tennessee
$350K
LSV Asset Management
1085
LSV Asset Management
Illinois
$350K
SCI
1086
Stableford Capital II
Arizona
$348K
FFA
1087
First Foundation Advisors
California
$347K
SSC
1088
Syverson Strege & Co
Iowa
$347K
LA
1089
Latitude Advisors
Florida
$346K
WWM
1090
Western Wealth Management
Colorado
$346K
Simplex Trading
1091
Simplex Trading
Illinois
$346K
BBA
1092
Baader Bank Aktiengesellschaft
Germany
$345K
VIA
1093
Victrix Investment Advisors
Florida
$345K
FWP
1094
Forefront Wealth Partners
Texas
$343K
NGA
1095
Naples Global Advisors
Florida
$343K
AOWM
1096
Alpha Omega Wealth Management
Virginia
$342K
EFP
1097
Elser Financial Planning
Indiana
$342K
GWM
1098
GSB Wealth Management
Connecticut
$341K
TCA
1099
Transcend Capital Advisors
New Jersey
$341K
RPGNY
1100
Retirement Planning Group (New York)
New York
$340K