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Elevance Health

1,570 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, 603 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
1,570
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
RPGNY
1101
Retirement Planning Group (New York)
New York
$340K
IAS
1102
Insigneo Advisory Services
Florida
$339K
PCA
1103
Prosperity Capital Advisors
Ohio
$339K
CWM
1104
Circle Wealth Management
New Jersey
$338K
KWM
1105
KFG Wealth Management
Indiana
$338K
HP
1106
Hilltop Partners
Indiana
$338K
FA
1107
Fedenia Advisers
Wisconsin
$338K
SCM
1108
SCS Capital Management
Massachusetts
$336K
FBT
1109
First Bank & Trust
South Dakota
$335K
PWM
1110
PBMares Wealth Management
Virginia
$334K
CG
1111
Cynosure Group
Utah
$333K
ZIM
1112
Zacks Investment Management
Illinois
$330K
BWP
1113
BSW Wealth Partners
Colorado
$330K
SIC
1114
Sage Investment Counsel
Tennessee
$329K
C1AG
1115
Client 1st Advisory Group
Florida
$329K
MCC
1116
Malaga Cove Capital
California
$328K
PWAM
1117
Private Wealth Asset Management
Iowa
$328K
EHWM
1118
Eads & Heald Wealth Management
Georgia
$327K
SFM
1119
Signet Financial Management
New Jersey
$327K
HIP
1120
HUB Investment Partners
Texas
$324K
FM
1121
Foster & Motley
Ohio
$324K
SCM
1122
Schnieders Capital Management
California
$323K
CA
1123
Claro Advisors
Massachusetts
$322K
LWM
1124
LongView Wealth Management
Georgia
$322K
BFIM
1125
Beese Fulmer Investment Management
Ohio
$321K