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
Simplex Trading
1101
Simplex Trading
Illinois
$346K -$365K -908 -50%
BBA
1102
Baader Bank Aktiengesellschaft
Germany
$345K +$359K +893 New
VIA
1103
Victrix Investment Advisors
Florida
$345K +$357K +887 New
FWP
1104
Forefront Wealth Partners
Texas
$343K +$74K +184 +25%
NGA
1105
Naples Global Advisors
Florida
$343K -$24.1K -60 -6%
AOWM
1106
Alpha Omega Wealth Management
Virginia
$342K -$21.3K -53 -6%
EFP
1107
Elser Financial Planning
Indiana
$342K -$1.61K -4 -0.5%
GWM
1108
GSB Wealth Management
Connecticut
$341K -$1.21K -3 -0.3%
TCA
1109
Transcend Capital Advisors
New Jersey
$341K +$21.7K +54 +7%
RPGNY
1110
Retirement Planning Group (New York)
New York
$340K +$1.61K +4 +0.5%
IAS
1111
Insigneo Advisory Services
Florida
$339K +$4.42K +11 +1%
CWM
1112
Circle Wealth Management
New Jersey
$338K -$402 -1 -0.1%
KWM
1113
KFG Wealth Management
Indiana
$338K -$37.4K -93 -10%
HP
1114
Hilltop Partners
Indiana
$338K +$16.1K +40 +5%
FA
1115
Fedenia Advisers
Wisconsin
$338K +$52.7K +131 +18%
SCM
1116
SCS Capital Management
Massachusetts
$336K +$26.1K +65 +8%
JHC
1117
J. Hagan Capital
Kentucky
$335K -$22.1K -55 -4%
FBT
1118
First Bank & Trust
South Dakota
$335K +$35K +87 +11%
PWM
1119
PBMares Wealth Management
Virginia
$334K +$38.6K +96 +13%
CG
1120
Cynosure Group
Utah
$333K
ZIM
1121
Zacks Investment Management
Illinois
$330K +$73.2K +182 +27%
BWP
1122
BSW Wealth Partners
Colorado
$330K -$42.6K -106 -11%
SIC
1123
Sage Investment Counsel
Tennessee
$329K +$22.1K +55 +7%
C1AG
1124
Client 1st Advisory Group
Florida
$329K
MCC
1125
Malaga Cove Capital
California
$328K +$339K +844 New

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.