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