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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
AC
1151
AlphaCore Capital
California
$299K
LJAC
1152
L.J. Altfest & Co
New York
$298K
RT
1153
Rockland Trust
Massachusetts
$298K
TNA
1154
True North Advisors
Texas
$298K
KFS
1155
Keynote Financial Services
Connecticut
$298K
CFD
1156
Creative Financial Designs
Indiana
$297K
CH
1157
Cromwell Holdings
Wyoming
$296K
HFM
1158
Hartford Funds Management
Pennsylvania
$295K
AFG
1159
Atomi Financial Group
New York
$294K
DIA
1160
Dean Investment Associates
Ohio
$294K
LAM
1161
Lountzis Asset Management
Pennsylvania
$294K
PFT
1162
Providence First Trust
Arizona
$293K
FWA
1163
FSM Wealth Advisors
Ohio
$292K
PAS
1164
PKS Advisory Services
New York
$292K
CCI
1165
Credit Capital Investments
New Jersey
$292K
LCGC
1166
Legacy Capital Group California
California
$291K
PPWP
1167
Premier Path Wealth Partners
New Jersey
$291K
MC
1168
Moors & Cabot
Massachusetts
$290K
FC
1169
Forte Capital
New York
$290K
CCMG
1170
Clark Capital Management Group
Pennsylvania
$288K
HA
1171
Herold Advisors
New York
$288K
LWM
1172
Lakeridge Wealth Management
Ohio
$286K
C
1173
Certuity
Florida
$286K
ECAM
1174
East Coast Asset Management
Massachusetts
$284K
IWM
1175
IHT Wealth Management
Illinois
$284K