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
EFP
1101
Elser Financial Planning
Indiana
$342K
GWM
1102
GSB Wealth Management
Connecticut
$341K
TCA
1103
Transcend Capital Advisors
New Jersey
$341K
RPGNY
1104
Retirement Planning Group (New York)
New York
$340K
IAS
1105
Insigneo Advisory Services
Florida
$339K
CWM
1106
Circle Wealth Management
New Jersey
$338K
KWM
1107
KFG Wealth Management
Indiana
$338K
HP
1108
Hilltop Partners
Indiana
$338K
FA
1109
Fedenia Advisers
Wisconsin
$338K
SCM
1110
SCS Capital Management
Massachusetts
$336K
JHC
1111
J. Hagan Capital
Kentucky
$335K
FBT
1112
First Bank & Trust
South Dakota
$335K
PWM
1113
PBMares Wealth Management
Virginia
$334K
CG
1114
Cynosure Group
Utah
$333K
ZIM
1115
Zacks Investment Management
Illinois
$330K
BWP
1116
BSW Wealth Partners
Colorado
$330K
SIC
1117
Sage Investment Counsel
Tennessee
$329K
C1AG
1118
Client 1st Advisory Group
Florida
$329K
MCC
1119
Malaga Cove Capital
California
$328K
PWAM
1120
Private Wealth Asset Management
Iowa
$328K
EHWM
1121
Eads & Heald Wealth Management
Georgia
$327K
SFM
1122
Signet Financial Management
New Jersey
$327K
HIP
1123
HUB Investment Partners
Texas
$324K
FM
1124
Foster & Motley
Ohio
$324K
SCM
1125
Schnieders Capital Management
California
$323K